Organize your form templates with categories so you can find and manage them faster.
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.
