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Manage Form Categories

A tenant admin can use the Manage Form Categories page to create, edit, and delete form category names. Log in as an a superuser or tenant admin, then click Manage Form Categories. Creating categories for forms makes it easier to organize and work with form and form templates (reusable forms) because you can search for forms by category name.

• Click Image Added to create a new form category. Type the category name and click Submit.
• Click Image Added to remove the form category from the tenant.
• To edit a category name, type in its text box and click Submit.

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To assign a form to a category or tag, you publish the form as a template from the 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 Templates for instructions on publishing form templates and how to search for forms using categories.

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

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Manage Control Categories

A tenant admin can use the Manage Control Categories page to create, edit, and delete control category names. Log in as an a superuser or tenant admin, 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 Searching Control Templates for more information.Image Removed
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New Form Wizard

Form templates can also be added to the new form wizard which appears every time you create a new form by clicking Image Removed icon in the Forms Home Page.

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ONLY forms published by the tenant admin get added to this wizard. Forms published by non-admins are only added to the Examples area. To add a template to the new form wizard:

1. Login as the tenant admin
2. Upload the form you want to appear in the wizard into the tenant admin's account
3. Publish the form

This is how the new form wizard looks after completing these steps for a form named Job Application.

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• Click Image Added to create a new control category. Type the category name and click Submit.
• Click Image Added to remove the category from the tenant.
• To edit a category name, type in its text box and click Submit.
  
• Click Image Removed to create a new category. Type the category name and click Submit.
Click Image Removed to remove the category from the tenant.
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