Teams and channels help group forms together, but you can further organise related forms within a team by adding categories or even specifying your own custom fields (e.g., Business Unit, Function, Document Number).
These categories will appear as coloured tags or labels next to each form on the main screen. Users can also filter by these custom fields to quickly find the forms they need.
Adding a Category or Custom Field
Hover over the form you want to categorise. An edit icon will appear.
Click the edit icon to open the options menu. Here you’ll see options such as Channel, Category, and the ability to add a custom field.
Enter the category or custom field value you want to apply to the form.
Your chosen category or custom field will now display as a label on the form and can be used for filtering.