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
- Click Add new type or click Edit to edit and existing Form Type
- Enter or edit Type name
- Click Create or Save if editing.
Form Types are later added to FlexForms so forms can easily be found using the Type filter on the Forms List.