How do I manage Form Categories?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

You can create Form Categories in Form Settings to organize your Forms

Add a New Form Category 

To add a new Form Category, click Manage Form Categories in Form Settings

Manage_Form_Categories_button.png

In the dialogue box, click +Add Form Category.

add_form_category_button.png

Enter the name of the Category you wish to create in the text field and click Save

Form_category_name_field.png

Once the Category has been created, you will be able to select it in the Category field when adding a new Form.

Category_field_add_form.png

The Category will be displayed in the Category column in Form Settings

Edit/Disable a Form Category 

To edit or disable a Form Category, click Manage Form Categories in Form Settings

Manage_Form_Categories_button.png

Click Edit to make changes to the Category name.

Edit_button_form_categories.png

To disable the Category, click the arrow next to Edit and select Disable

Disable_form_category.png

By default enabled Form Categories are displayed in Manage Form Categories. For more filtering options, click the siphon_icon.png icon.

Filter_button_manage_form_categories.png

You can search for a Category by name or filter Categories by Enabled, Disabled, or All. 

filtering_form_categories.png

Learn More

Was this article helpful?

1 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.