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Avalara Help Center

Edit a custom data group

This article applies to:

You can only change the name and edit other details of a custom data group. For a system data group, you can change the way a data group is displayed either in the expanded or collapsed form. 

Steps

  1. From the Avalara License Management home page, select the drop-down arrow on the navigation bar, and then select Setup.
  2. Go to Customize > Data groups.  
  3. Select a tab and a custom data group, and then select Edit
  4. Make the necessary changes in the name and default display. 
  5. Decide when you want a custom group to appear: 
    Choose from: 
    • To always display the custom group, select Show always
    • To conditionally display the custom group, select Show when and create the condition. 
  6. Click Save
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