Categories and forms
To help you organize your forms better and find them easily when searching for them or inserting them into a page, you can assign them one or more categories. These categories work as customizable labels that you can adapt to your project or team structure. They do not affect the content of the form, but they do improve navigation and filtering, both in the forms listing and in the form selector within the page editor.
Creating new categories
Section titled “Creating new categories”You can create your own categories to classify forms according to whatever makes sense for your project (for example, form type, funnel stage, etc.). To do this:
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Access the categories panel from the forms listing.
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Select the type of category you want to expand (for example, “Form type”).
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Click
Newand a side panel will open. -
Fill in the necessary fields, such as the display name and the internal code.
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Save the changes and you will see the new category added at the end of the list.
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If you need to, you can reorder them with drag & drop.
Deleting categories
Section titled “Deleting categories”You can delete a category from the category actions. When you do, a confirmation window will open. Once you confirm, the category will be permanently deleted: it can no longer be assigned to new forms, and any that had it will no longer have it associated with them. When the action is complete, you will receive a confirmation message.