For the complete documentation index, see llms.txt. This page is also available as Markdown.
Manage form template categories
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.
