How to Use Form Groups

Navigating Groups

1. Navigate to Forms from the main menu — you land on the groups list.
2. Click any group row to drill into it and see the forms it contains.
   
3. A breadcrumb trail appears at the top (e.g. Groups > Safety Checklists). Click Groups in the breadcrumb to return to the full groups list.
   

Ungrouped Forms

Forms that have not been assigned to any group appear under a special [Ungrouped Forms] entry at the bottom of the groups list. Click it to view and manage those forms just like any other group.

Creating a Group

1. From the groups list, click Create New.
   
2. Enter a Group Name.
3. Optionally add an Icon and Description.
4. Click Create.
   

Assigning Forms to a Group

• When creating or editing a form, click the Settings (gear) icon and use the Form Group dropdown to assign it to a group.
  
  
• A form can belong to one group at a time.
  
  

Managing Groups

• Click Edit on a group row to change its name, icon, or description.
  
• Click Archive to hide a group (its forms remain accessible under [Ungrouped Forms]).
  
• Use the Active / Archived / All filter to switch between group views.
  

Tips

• Group forms by purpose (e.g. “Safety Checklists”, “End of Shift Reports”) for easy navigation.
• Click a group row to drill in — no need to toggle a view. The breadcrumb always takes you back.
• The [Ungrouped Forms] bucket is always visible, so forms without a group are never hidden.