Forms Portal Categories

Forms Portal Categories are used to display forms in logical groups on the Forms Portal. A form is available on a Forms Portal if it is added to a category. Both, web submission forms and structured submission forms can be added to a category. An Administrator can create multiple categories for a project, and then add forms to those categories. Additionally, Administrators can specify which forms will be available offline.

Topics include: 

Add a Forms Portal category

View the URL of a Forms Portal category

Delete a Forms Portal category

Refresh the Forms Portal Categories page

 

Add a Forms Portal category

Forms Portal categories are used to display forms in logical groups on the Forms Portal. A form is available on a Forms Portal if it is added to a category.

By default, Intelligent Workflows creates a category when a Project is added to the system. The name of the category is the same as the name of the project added.

1. Click Administration, then click Projects.
2. Click Edit next to the project you want to add a Forms Portal category for.
3. Select Forms in the Configuration list.
4. Click the Form Portal Categories tab.

5. Click Add.

   

6. Configure the Forms Portal category, then click Save.

Category Settings

Include in Master: Makes the category available on the Master Page of the Forms Portal.

Display Order: Determines the order in which categories display on the Forms Portal.

Category Title: The Forms Portal category title.

Description: A description of the Forms Portal category.

Select forms to add to this category page

The Select forms to add to the category page section allows you to add submission forms to the category. All web forms and structured forms available for the project are displayed within the section.

Include in Category: Includes the form in the category.

Allow for Offline: Allows users to download the form and access it offline. The form needs to be included in the category to allow users to download the form.

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View the URL of a Forms Portal category

1. Click URL next to the Forms Portal category you want to view the URL of.

   

The Form Category Link window will display the URL of the selected Forms Portal category.

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Delete a Forms Portal category

1. Click Delete next to the Forms Portal category you want to delete.

   

2. Click Yes to confirm the deletion.

Delete multiple Forms Portal categories

1. Click Delete.

   

2. Select the check box next to the Forms Portal category(ies) you want to delete, then click Delete.

   

3. Click Yes to confirm the deletion.

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Refresh the Forms Portal Categories page

To ensure that your Forms Portal Categories page is up to date, you can refresh it.

1. Click Refresh.

   

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