Organize with folders in Forms

Forms in the Forms module are organized into folders you create. This article explains how to set up and use those folders.

To create a folder, click the “Create Folder” icon next to “All Forms” on the Forms List.

create_folder.png

Give the folder a name, and optionally, choose a location to associate the folder with (if you’re using the Locations module).

You can create as many folders as you like; however, folders cannot be nested underneath other folders.

To create a form inside a particular folder, click on the folder before you click the green “Create Form” button. Any form not created in a folder will be in the “Uncategorized” folder of the Forms List. 

Move a folder from “Uncategorized” or from a different folder by clicking on the “Move to Folder” icon to the right of the form. 

move_form.png

Folder permissions

Click on the three-dot More Actions menu next to the folder, then click on Settings to bring up the Folder Settings menu. Click on the “Permissions” tab to add permissions for this folder.

Choose an admin group (under the “Site Administrators” heading) or an admin user with the picker. Then select the desired level of permissions.

For more information on admin permissions, refer to Forms permissions.

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