How to Use Form Groups

Viewing Groups

1. Navigate to Forms from the main menu.

2. Click Show Groups to switch from the flat list to the grouped view.

Creating a Group

1. In the Groups view, click Create New.

2. Enter a Group Name.

3. Optionally add an Icon and Description.

4. Click Save.

Assigning Forms to a Group

• When creating or editing a form, 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 to change its name, icon, or description.

• Click Archive to hide a group (its forms remain accessible individually).

• 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.

• The filter remembers your last selection when you toggle between forms and groups views.