Field Group Manager is where field groups will be created and managed. Field Groups are used
when viewing data within Research, as file output options as well as report outputs.
Step 1 Log into the CDP
Step 2 Click on Settings
Step 3 Click Field Group Manager
Step 4 To create a new Field Group, click Add New
4.1 Type in a Name
4.2 Use the Search box directly under Fields to easily locate the desired fields
4.3 Within the Fields box, use the single right Add > button to select fields
4.4 To remove a selected field, simply click the field within the box on the right and click the single left Remove < button
4.5 Use the up and down arrows to the right of the screen to re-order the selected fields
Step 5 Click Save once all desired fields are in the right-hand box
Note: Hovering over the fields box in the list of Field Groups will cause a box to pop up displaying all of the fields available in that group. This can help determine if a field group needs to be edited or removed.
Step 6 To Edit an existing Field Group, click on the Name of the desired Field Group
6.1 Click Edit
6.2 Make changes to the Name if desired
6.3 To remove a selected field, simply click the field within the box on the right and click the single left Remove < button
6.4 Use the Search box directly under Fields to easily locate the desired fields
6.5 Within the Fields box, use the single right Add > button to select fields
6.6 Use the up and down arrows to the right of the screen to re-order the selected fields
Step 7 Click Save once all desired fields are in the right hand box
Step 8 To Delete an existing Field Group, click on the Name of the desired Field Group
8.1 Click Delete
8.2 Click Yes to the confirmation message
Note: Any groups beginning with “User” are field groups that are tied to the Data Entry page. They can be updated here or within the Data Entry page.
Article Reference CDP216