Categorising forms by industry serves a crucial purpose, enabling tailored operations and customisation. This setting helps organise custom forms to meet the specific needs of each industry.
View settings
➡️ Navigate to your Profile icon > Settings > Forms > Custom Form Categories > View.
Use the search bar and filters to quickly find specific types within the list.
Manage categories
Drag and drop records to sort using the
icon.
Add new category
➡️ Add new category > Enter category name > Save
Edit category
➡️ Locate the category in list > Edit > Amend name > Save
Deleting category
➡️ Locate the category in list > Delete > Type Delete > Delete
If the category is in use, it cannot be deleted. Instead, consider archiving it for historical purposes.