Manage Form Categories

Form categories are used to group forms in the forms tab or drop-down menu. You can create, modify, or delete form categories.

To add a form category:

1. Go to Workflow Administration > Form Category.
2. Click Add.
3. Enter a name for the category and, optionally, a description.
4. Click Save.

Edit and Delete Form Categories

To modify an existing category, select it in the category list and change the name or description and click Save.

To delete a category, select it in the category list and then click Delete. You will be asked to confirm your request. Click Save. Any references to the category on other screens are automatically removed.