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 are later added to FlexForms so forms can easily be found using the Type filter on the Forms List.

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