Manage form template categories
Organize your form templates with categories so you can find and manage them faster.
2 min readUpdated 4 months ago
Overview
Categories are labels that group your form templates (for example, Pre-screening, Consent, Admin). They keep things organized so you can find the right template faster. You can assign a category to a template in the form template settings.
Add a form category
- Go to Settings → Form templates.
- Click Manage categories.
3. Click Add category.
- Enter the category details (name, color, optional description), then click Save.
Next step: Once the category is created, you can assign templates to it.
Assign a form template to a category
- Go to Settings → Form templates.
- Find the template and click Actions → Settings.
- Select an existing category, or click Create category to add a new one.
- Click Save (top-right).
Manage form template categories
- Go to Settings → Form templates.
- Click Manage categories.
- Use Actions next to a category to:
- View: See the category details and any templates assigned to it.
- Edit: Update the category name, color, or description.
- Archive: Retire a category you no longer want to use. Templates assigned to this category will become Uncategorized.
Related article:
Frequently asked questions
Do I have to use categories?
No. If you do not assign a category, the template stays Uncategorized.
How do I assign or change a template category?
Go to Settings → Form templates, find the template, then click Actions → Settings. In Design, choose a Category, then click Save.
What happens if I archive a category?
Form templates using that category will show as Uncategorized.