How to assign multiple fields to a category

Tabla de contenidos

To quickly assign multiple fields to the same category, go to the document type configuration screen and click the Fields tab.

In the Categories panel (right column), click the edit icon ✎ for the category to which you want to add fields. The Edit category modal will open.

In the Basic configuration tab, click the Fields selector and type the name of the field you want to add. The results are filtered as you type. Select the field from the list: it will appear as a tag and will be associated with the category immediately. Repeat the process to add more fields.

Fields in another category: If a field already belongs to another category in the same form, it appears in the list with the name of that category in parentheses, for example Area (Other fields). When you select it, the field will automatically move to the new category and will no longer belong to the previous one.

Remove a field from a category

In the **Fields** selector of the edit modal, click the **×** that appears next to the name of the field you want to unassign. The field is unassigned immediately.