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Create new form category

Last Updated: Sep 26, 2013 07:19PM PDT
Form management access will give you the ability to re-order your existing forms, re-name forms, trigger forms and create new forms for us to add fields into. Access to this feature will be limited to the owners of an organization.

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

This will open an prompt asking for the new category name. Enter the name in the field and click "Create Category"

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

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