UI Suggestion: Add folders to organize form groups

  • NGHS
    Asked on March 16, 2015 at 3:20 PM

    Added functionality: Folders to organize form groups. Each folder could be given a customized title. This would be an update of the "My Forms" page.

  • Ben
    Replied on March 16, 2015 at 5:34 PM

    Actually we have this function already added to our form builder.

    You can see more about this in our guide here: How to Add or Group your Forms into Folders

    You can add folders, remove them, change their title and color and their label are then used to be shown right of the form name for the easier access.

    You can also use folders to share specific forms with your sub-user accounts in a more easier manner.

    Do let us know once you test them out if you have any improvements that you would like us to add to them and we would be happy to raise it to our developers as a new feature.

  • OnlinEd
    Replied on May 26, 2015 at 11:45 AM

    The link above goes to a 2013 version of the user guide.  When I click on the new form button, I get nothing. 

  • Sammy
    Replied on May 26, 2015 at 11:54 AM

    In your 'My Forms' Page on the left sidebar click on the 'Create New Folder' link

    UI Suggestion: Add folders to organize form groups Image 1 Screenshot 70

    A new dialog will open then you can provide you folder name

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    UI Suggestion: Add folders to organize form groups Image 3 Screenshot 92

    To assign a form to a folder check the desired form, then click the folders button, next check on the folder(s) you want to assign the form to and click apply

    UI Suggestion: Add folders to organize form groups Image 4 Screenshot 103

    UI Suggestion: Add folders to organize form groups Image 5 Screenshot 114

    To filter forms based on the folders, click on the desired folder, all forms assigned to that folder will then be displayed.

    UI Suggestion: Add folders to organize form groups Image 6 Screenshot 125

     

     

  • NGHS
    Replied on May 26, 2015 at 12:04 PM

    UI Suggestion: Add folders to organize form groups Image 1 Screenshot 20

  • Sammy
    Replied on May 26, 2015 at 12:06 PM

    You are most welcome