How to Create a Section Group in the Template Editor
1. Understand what a section group is 0:00
A section group lets you combine multiple template sections into one grouped unit.
This is useful when related content should appear together in surveys or templates.
Example use case:
Group Scope of Work Part 2
Group Implementation Plan
Section groups can also include repeating sections, such as:
Multiple questions
A form/table-style view
2. Open the template editor and locate your template 0:20
Go to the template editor.
Find the template you want to edit, such as the Scope of Work template.
Review the existing sections in the template.
Each section is organized separately before grouping.
3. Select the sections you want to group 1:00
Identify the sections you want to combine.
In the example, the sections selected are:
Scope of Work Part 2
Implementation Plan
If a group already exists, you can ungroup it first before creating a new one.
4. Use the Group action 1:09
With the desired sections selected, click the Group option.
This creates a new grouped section from the selected items.
Grouping helps keep related sections together in the template structure.
5. Name the new group 1:20
Enter a name for the group when prompted.
In the example, the group is named Part Two.
Choose a name that clearly describes the grouped content.
6. Confirm the group appears in surveys 1:47
After grouping, go to your surveys to verify the result.
The grouped sections should now appear as a single group.
This confirms the section group was created successfully.