Subsection

Introduction

In Unifize, Subsections are collapsible groups used within a Section to help you complete related checklist fields in a more organized way. They break large forms into smaller, manageable steps—such as grouping fields under "Review Notes" or "Team Evaluation"—so you only focus on what's relevant to your role or process stage.

Subsections help simplify your experience by grouping fields clearly and reducing screen clutter.

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How Subsections work

• Subsections live inside a section and organize fields like text, date, picklist, uploads, and more.

• You might see multiple subsections in a single section depending on how the checklist is structured.

• Admins can show/hide subsections based on how you fill out other parts of the form.

• Some subsections may prompt you to complete them based on your role or the stage of the workflow.

You won’t need to configure anything—you just fill in the visible fields within each subsection when prompted.

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How Subsections help you

Subsections make it easier to:

• Focus on only the relevant part of the checklist

• Quickly identify which fields belong together (e.g., all approval fields in one place)

• Avoid filling in sections prematurely—some may appear only when needed

• Respond to assigned tasks in smaller chunks, making work feel simpler and faster

Example:

In a CAPA process:

• You might see a Section called “Root Cause Analysis”

• Within it:

  • Subsection 1: “Initial Observations”

  • Subsection 2: “Team Review”

  • Subsection 3: “Final Approval”

Each one may open or prompt you at different points in the workflow.

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Technical workflow

Step 1: Open a record from My Inbox

• Access a record where the checklist includes subsections.

Step 2: Navigate through Sections and Subsections

• Sections will be shown as collapsible blocks.

• Inside sections, look for subsections grouped under headings.

Step 3: Complete visible fields

• If the subsection is visible, expand it to fill out its fields.

• You may be prompted to complete it if you're assigned to that step.

• Some subsections will appear only after certain conditions are met (e.g., once another field is filled).

Step 4: Proceed through the checklist

• Once completed, your entries are saved and visible to the rest of the team in the record conversation thread.

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Roles and permission

Role	Permissions
Admin	Add, configure, reorder, and delete subsections within a section. Define conditions, layout, and prompts.
Org Member	View and complete fields inside visible subsections. Cannot modify settings or structure.
External User	View visible subsections if they have access to the record. Cannot interact with hidden ones.

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