Form Categories

Owned by Matthew Wagner
Last updated: Dec 02, 2024

In Interactive Forms, you can create categories to help you organize your forms and form sections in meaningful sets. This is especially useful if your channel contains a large number of forms/form sections. The categories that you create apply to both forms and form sections and appear identically in both the "Forms" and "Form Sections" panes. For each category, you can assign a workflow model to it. This means that for each category you can specify which users have which rights to perform specific activities. This is useful for creating a hierarchy of roles and activities at the level of form/form section categories.


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Creating Categories

To create a category, follow these steps:

  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

Follow these steps to add a form/form section to a category:

  1. Expand the "No Category" tree so that the form or forms that you want to add to a category are visible.
  2. Click on the form that you want to add to a category with the left mouse button and keep the left mouse button depressed.
  3. Drag the form over name of the category to which you want to add it until the category name is highlighted in light blue.
  4. Release the left mouse button to drop the form in the category. The form is added to the category.

    The forms contained by a category are listed from top to bottom in alphabetical order.



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Moving a Form/Form Section from One Category to Another

Moving a form from category to another is an much the same as adding a form to a category. The only difference is that the starting point for the form is not in the "No Category" tree but is in an existing category.

Follow these steps to move a form from one category to another:

  1. Expand the category containing the form that you want to move.
  2. Click on the form that you want to move with the left mouse button and keep the left mouse button depressed.
  3. Drag the form over name of the category to which you want to move it until the category name becomes highlighted in light blue.
  4. Release the left mouse button to drop the form in the category. The form is moved to the category.



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Renaming a Category

To rename a category, follow these steps:

  1. Navigate to Settings > Categories.
  2. Select the category you want to rename from the "Category" drop-down list.
  3. In the "Name" field, edit the text.
  4. Click [Apply] or hit <Alt-S>.



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Deleting a Category

To delete a category, follow these steps:

  1. In the Interactive Forms component, navigate to Settings > Categories.
  2. Select the category you want to delete from the "Category" drop-down list.
  3. Click [Delete]:
  4. Click [OK] at the prompt.

Note: Any forms that were part of the category that was deleted are moved to the "No Category" tree.



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Category Workflow

You can assign a customized workflow to a category. This allows you to control permissions for maintaining forms/form sections at the category level. See Defining a Custom Workflow for a Category for complete information.


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