Form Categories

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Form Categories allow you to group form types for easier navigation.

Add a new form category

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Categories” menu.
  4. Select the “Form Categories” menu.
  5. Select “Add” to add a form category.
  6. Populate the fields. Data fields with an asterisk (*) are required.
    • Name*: Enter the plural name of the form category.
      • The system will not allow form categories with duplicate names.   
    • Singular Name*: Enter the singular name of the form category.
    • Icon*: Select an icon that best represents the form category.
    • Sort Order*: Set the position of this form category in relation to the other form categories. Items with the same sort order are sorted alphabetically.  
    • Description: Enter a description of the form category.
    • External Identifier: Enter a unique identifier for this form category.
  7. Select “Save” upon completion.

Tip:  Please note that the icon and sort order are required for this type of data record.

Manage form categories

  1. Locate the form category record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all forms types in this category.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the form category.
    • Download the form category definition for import into another database.
    • Delete the form category and all associated data. You may delete form categories only when they are not in use to group any form types.
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