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Adding Form Categories

Updated

You will need...

  • Access to the forms module

Overview

Form categories are a great way to segment your forms so they can be located and stored with forms of a similar nature. This document serves as a guide on how to add categories to your MANAGE environment.

Solution

  1. In your MANAGE environment, hover over Forms >  Forms Library and click on Form Categories to navigate to the next page
  2. When viewing the categories list, you can delete or edit existing categories
  3. Click on the Add a Category button at the top left of the category table
  4. Provide a Name for your category, such as "Health & Safety Forms"
  5. Enter a description if necessary
  6. Click Save to create your category

Notes

  • Form categories are used when building a new form using the Form Builder