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1. In XPerienCentral, navigate to Configuration > Interactive Forms.
2. In the Interactive Forms component, navigate to Settings > Categories.
3. Click [New]:
4. In the "Name" text box, highlight the text "New Category"
5. Enter a name for the new category.
6. In the Workflow section, select whether the forms contained within the new category inherit the workflow defined for all Interactive Forms or select "Define custom workflow" to create a workflow that is specific to the new category.
7. Click [Apply].
8. If you selected to create a custom workflow for the category, you can now assign roles to activities that are specific to this category of forms/form sections.

In both the "Forms" pane and the "Form Sections" pane, the new category is now shown. Categories are listed from top to bottom in alphabetical order. The "No Category" tree, containing non-categorized forms always appears below the list of categories. Next to the name of each category, the number of forms/form sections contained in that category is shown. In both examples below, the category does not yet contain any forms/form sections — this is indicated by the "(0)" to the right of the category name:

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Adding a Form to a Category

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