πŸ“„ Create Merged Field Groups [V1]

Create Merged Field Groups

Fields from two different Field Groups can be merged into one, which can be useful in making sure that Fields always contain data.

When previewing merged Fields, primary Fields appear first. If they are empty, data from secondary Fields is displayed.

This article shows how to create merged Fields and Field Groups.


Requirements

Basic knowledge of Field Settings / Manager is required.


Instructions

  1. In the Field Settings, select the Catalog and Field Group where you want to merge two separate Field Groups.
  2. From the configuration panel below, click Create merged field groups under the Actions section.


  3. The Create merged field groups window will appear. Select your primary and secondary Field Group, then click Next.


  4. Select the Fields to be merged from both the primary and secondary Field Groups. You can check if the Fields contain data by selecting a user and clicking the Preview as button. When done selecting, click Next.


  5. πŸ’‘

    It is not required to select the same number of Fields from both Field Groups.

  6. Align the primary Fields to their equivalent secondary Fields correctly. Click and drag the rearrange button on either side to change the order of the Fields.


  7. ⚠️

    Make sure that the data type for each Field matches. Secondary Fields that do not match data types with their primary Fields are highlighted in red.

  8. You can change the names of the merged Fields. By default, they take the name of the primary Field. Then, enter a name for the merged Field Group.


  9. After configuring your merged Field Group, click Save.