Form Categories

Here you will learn what the Form categories page does and how to use this as an administrative tool to filter through all of your Forms

Form Categories

Form Categories can be used to organise your dynamic forms if you have multiple of the same type.

To access the Form Categories menu, click Forms on the left hand side and then the Form Categories option in the dropdown that appears.


Assigned forms side menu

Form categories

From there you will see the following page which will contain a list of your previously created Form Categories. To create a new category, click Add Category.


Add category

You will then get the following dialog box where you can enter the Category name and then Save or Save & Close.



New Form Category

This will then add this Category to your existing list where you can View the category, Edit the name again and Archive the category to remove it from this list.


You can also click Form Templates or Assigned Forms to bring up the templates and forms you have assigned that are linked with this category.


Category navigation options

Viewing the Category will bring up information about the Category as well as the date it was created and the User that created it.

View category

You can also archive all Categories if you wish by clicking the List button next to Add Category, then Select All, then click it again and go to Archive Selected.

Archive seleced

If you need any further help or have any questions please contact the support team by email or Ph: 0800 748 763.