Home » Help Center » Create, Edit or Delete a Form Category

Create, Edit or Delete a Form Category

 

Form management access will give you the ability to re-order your existing forms, re-name forms and form categories, trigger forms and create new forms for us to add fields into.

Please note! Access to this feature will be limited to the owners of an organization.

Create New Form Category

To create a new form category, first you must access the Form Management module go to the “Settings” tab and click “Forms”

settings forms

Now that you are in the form management module you will need to locate and click the “Create New Category” located in the upper right corner below the form count display.

create new category

This will open a prompt asking for the new category name. Enter the name in the field and click “Create Category”

category name

NOTE: ALL forms must be placed in a category in order to be active.

Edit or Delete Form Category

To edit a form category, first you must access the Form Management module go to the “Settings” tab and click “Forms”.

settings forms

Now that you are in the form management module, you will need to locate the category you would like to edit. Hover your mouse near the tab of the category name and then click “Edit Category”.

edit category

This will open an prompt where you can enter a new category name. Once you are done editing the name in the field, click the “Update Category” button at the bottom to save your changes.

If you’d like to remove the category all together, simply click the “Delete Category” button in the bottom left corner.

edit category name

NOTE: It is not possible for a form to not be in a category if you want it to be visible to applicants. ALL forms must be placed in a category in order to be active in your system.

If you’d like to delete the category, simply click the red “Delete Category” link on the bottom left of the category editor pop-up.