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User GuideGroups

Groups

Groups are containers that organize related form fields (elements) together in your KYC workflows. They help create logical sections and improve the user experience.

Understanding Groups

Groups serve several purposes:

  • Organization: Group related fields together
  • User Experience: Break forms into manageable sections
  • Visual Structure: Create clear form hierarchy
  • Conditional Logic: Show/hide entire sections

Creating Groups

From Workflow Builder

  1. Open the workflow builder
  2. Drag a group from the left panel onto the canvas
  3. Configure the group settings
  4. Add elements to the group

From Groups Library

  1. Navigate to Configuration → Groups
  2. Click Create Group
  3. Configure group settings
  4. Add elements
  5. Save group

Group Types

Standard Groups

Pre-built groups available:

Personal Information

  • First name
  • Last name
  • Date of birth
  • Email address
  • Phone number

Address Information

  • Street address
  • City
  • State/Province
  • Postal code
  • Country

Identity Verification

  • ID document type
  • ID number
  • Issue date
  • Expiry date
  • ID document upload

Business Information

  • Company name
  • Business type
  • Registration number
  • Tax ID
  • Business address

Documents

  • Document upload fields
  • File type restrictions
  • Multiple file support

Custom Groups

Create your own groups:

  1. Click Create Custom Group
  2. Name your group
  3. Add elements
  4. Configure settings
  5. Save

Group Configuration

Basic Settings

Every group has these settings:

  • Group Name: Internal name
  • Display Title: Title shown to users
  • Description: Help text for users
  • Order: Display order in workflow

Display Options

  • Collapsible: Allow users to collapse/expand
  • Default State: Expanded or collapsed by default
  • Show Title: Display group title
  • Show Description: Display group description

Conditional Display

Show/hide groups based on conditions:

  1. Select the group
  2. Enable Conditional Display
  3. Set condition:
    • Show when: Field X equals value Y
    • Hide when: Field X equals value Y

Example: Show “Business Information” only when “Customer Type” is “Business”

Adding Elements to Groups

Drag and Drop

  1. Drag element from left panel
  2. Drop into group on canvas
  3. Element is added to group

From Element Library

  1. Click group to select it
  2. Click Add Element
  3. Select element type
  4. Configure element
  5. Element added to group

Reordering Elements

  • Drag elements up/down within group
  • Drag elements between groups
  • Use up/down arrows

Managing Groups

Edit Group

  1. Click on group in workflow builder
  2. Modify settings in right panel
  3. Changes save automatically

Delete Group

  1. Select the group
  2. Click delete icon
  3. Confirm deletion

Note: Deleting a group removes all elements in it.

Duplicate Group

  1. Select the group
  2. Click duplicate icon
  3. Edit duplicated group as needed

Move Group

  • Drag group up/down to reorder
  • Groups appear in order on form

Group Best Practices

1. Logical Organization

  • Group related fields together
  • Use clear, descriptive names
  • Follow a logical flow

2. Keep Groups Manageable

  • Don’t put too many fields in one group
  • Break large sections into multiple groups
  • Aim for 5-10 fields per group

3. Clear Titles

  • Use descriptive group titles
  • Help users understand what to fill
  • Add descriptions when helpful

4. Progressive Disclosure

  • Start with basic information
  • Progress to detailed questions
  • Use conditional groups for optional sections

5. Visual Hierarchy

  • Use groups to create visual breaks
  • Make forms easier to scan
  • Improve user experience

Group Library

System Groups

Pre-built groups available to all:

  • Standard form sections
  • Common field combinations
  • Best practice layouts

Tenant Groups

Custom groups created by your organization:

  • Branded groups
  • Organization-specific sections
  • Custom field combinations

Shared Groups

Groups shared across workflows:

  • Reusable components
  • Standardized sections
  • Consistent organization

Advanced Features

Nested Groups

Create groups within groups (advanced):

  • Organize complex forms
  • Create sub-sections
  • Maintain hierarchy

Group Templates

Save groups as templates:

  1. Create and configure group
  2. Click Save as Template
  3. Reuse in other workflows

Group Dependencies

Link groups together:

  • Show group B when group A is completed
  • Create multi-step workflows
  • Guide users through process
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