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Edit or delete form category

Last Updated: Sep 26, 2013 07:35PM 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 edit a 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 the category you would like to edit. Hover your mouse near the tab of the category name then click the pencil that appears.

This will open an prompt where you can enter a new category name. Edit the name in the field and click "Update Category" or click "Delete Category" in the bottom left corner.

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

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