FormWorks® | Categories

Settings

District/Campus administrator can create custom categories in FormWorks® Settings.

  • Click Add New
  • Enter Category Name, Save
  • View assigned templates (blue number icon), Deactivate, Edit or Delete Categories with icons

Templates

Assign categories in FormWorks.

In FormWorks® > Click Templates

  • Click Add New
  • Select Start a blank template or Copy an existing or common template
  • Enter Name
  • Select Type, Location and Category
  • Assign Author, Approver, Template Editors
  • Restrict Users to only be able to Complete forms and View reports
  • Click Save
  • Create/Edit Template
  • Click Publish

Forms

Search by Category in forms.