How to Use Form Groups
Form Groups let you organise related forms into named categories, making it easier for employees and admins to find the right form.
Viewing Groups
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Navigate to Forms from the main menu.
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Click Show Groups to switch from the flat list to the grouped view.
Creating a Group
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In the Groups view, click Create New.
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Enter a Group Name.
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Optionally add an Icon and Description.
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Click Save.
Assigning Forms to a Group
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When creating or editing a form, use the Form Group dropdown to assign it to a group.
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A form can belong to one group at a time.
Managing Groups
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Click Edit on a group to change its name, icon, or description.
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Click Archive to hide a group (its forms remain accessible individually).
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Use the Active / Archived / All filter to switch between group views.
Tips
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Group forms by purpose (e.g., “Safety Checklists”, “End of Shift Reports”) for easy navigation.
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The filter remembers your last selection when you toggle between forms and groups views.