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To assign a form to a category or tag, you publish the form as a template from the [[V4_Forms_Home_Page | Forms Home Page]]. The publish wizard displays all the category names available in the tenant, and you select the category you want to assign the form template to. You can also type as many tags as you want the form template to have. See the [[V4_Templates | Templates topic]] for instructions on publishing form templates.


To edit a category name, type in its text box and click Submit.

  • Click [[Image:newButton.png]] Image Added to create a new category. Type the category name and click Submit.
  • Click [[Image:Delete.png]] Image Added to remove the category from the tenant.

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A tenant admin can use the Manage Control Categories page to create, edit, and delete control category names. Log in as an admin, click MANAGE, then click Manage Control Categories. Creating categories for controls makes it easier to organize and work with control templates (groups of reusable controls) because you can search for the templates by category name. See [[V4_Designing_Forms#Searching_Control_Templates | Searching Control Templates]] for more information.[[Image:TemplatesMenu-ControlsByCategory.png]][[Image:ManageControlCategories.png]]

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To edit a category name, type in its text box and click Submit.

  • Click [[Image:newButton.png]] Image Added to create a new category. Type the category name and click Submit.
  • Click [[Image:Delete.png]] Image Added to remove the category from the tenant.