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A tenant admin can use the Manage Form and Control Categories. Categories create searchable buckets for published form templates and published control templates. Templates are a great reusablity feature of . They enable you to share your forms and custom controls with other designer users and within your own forms.
On this page:
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 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.
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.
To edit a category name, type in its text box and click Submit.
- Click
to create a new category. Type the category name and click Submit. - Click
to remove the category from the tenant.
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 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.
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 icon in the Forms Home Page.
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:
- Login as the tenant admin
- Upload the form you want to appear in the wizard into the tenant admin's account
- Publish the form
This is how the new form wizard looks after completing these steps for a form named Job Application.
To edit a category name, type in its text box and click Submit.
- Click to create a new category. Type the category name and click Submit.
- Click to remove the category from the tenant.