How do I Add or Edit Form Types (Form Categories)?



In this article you will learn how to add Form Types (Form Categories) that are appropriate for your organization.

  Before You Start

Log in to the FlexForms Builder. See How do I Log In to the FlexForms Builder?

 From the FlexForms Builder, click on the Settings tab to see the Form Types List.


Adding or Editing Form Types

  1. Click Add new type or click Edit to edit and existing Form Type
  2. Enter or edit Type name
  3. Click Create or Save if editing.


Form Types can be added later to FlexForms, so forms can easily be found using the Type filter on the Forms List. This can be done by editing the form, clicking on the title of the form, and choosing the Form Type from the Properties section on the right.

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