Form template groups allow you to group forms into display categories so that they can be easily found. Examples of some groups might be:

  • Production
  • Maintenance
  • Employee
  • Health and Safety 

 



To setup a form template group perform the following steps:


  1. Go to Setup ---> Form Template Groups
  2. Click the button 'New Form Template Group'
  3. Assign the group a name, this is what will be displayed as the group name when viewing form templates
  4. Enter the Sort Order, this controls the order that form template groups are displayed in
  5. Set whether the group will be displayed collapsed or expanded.
  6. Save form template group