Live Forms Latest - This documentation is for Live Forms 9.0. v9.0 is a Cloud Only release. Not for you? Earlier documentation is available too.

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A tenant admin can manage Form and Control Categories to create searchable buckets for published form templates and published control templates. Templates are a great reusablity feature of Live Forms. They enable you to share your forms and custom controls with other designer users and within your own forms.

On this page:

Manage Form Categories

A tenant admin can use the Manage Form Categories page to create, edit, and delete form category names. Log in as a superuser or tenant admin, then click Manage Form/Flow Categories. Creating categories for forms/flows makes it easier to organize and work with templates (reusable forms) because you can search for forms by category name.

  • Click to create a new category. Spaces are allowed. Type the category name and click Submit.
  • Click to remove the form category from the tenant.
  • To edit a category name, type in its text box and click Submit.

To assign a form to a category or tag, publish the form as template from the Forms Home Page . To assign a flow to a category or tag, publish the flow as template from the Flows Home Page. The publish wizard displays all the category names available in the tenant, and you select the category you want to assign the form/flow template to. You can also type as many tags as you want the form template to have. See Templates for instructions on publishing form/flow templates and how to search using categories.

Forms/Flows by Category

Forms/Flows by Tag

Manage Control Categories

A tenant admin can use the Manage Control Categories page to create, edit, and delete control category names. Log in as a superuser or tenant admin, then click Manage Control Categories. Creating categories for controls makes it easier to organize and work with control templates (groups of reusable controls) because you can search for the templates by category name. See Searching Control Templates for more information.

  • Click to create a new control category. Spaces are allowed. Type the category name and click Submit.
  • Click to remove the category from the tenant.
  • To edit a category name, type in its text box and click Submit.





 

 

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