12.3. Form Categories

In the Form Categories section of this module, users can create a hierarchical structure of categories to organize and store their forms in the DBP web application.

*With the ability to create multiple layers of categories, users can group related forms together in a hierarchical structure that reflects their workflow or organizational needs. Each form category represents a new folder where the forms can be stored in the web application, and there is no limit to the number of levels that can be used.

To manage form categories in the program, take the following steps:

1. From the Application Tree, navigate to Forms > Form Categories (double-click to open). It will display the Form Categories tab and expand the menu bar to show additional options.
   

*In this tab, users can access a list of all defined form categories in the program. For guidance on how to manipulate the data presented in this tab, click here.

2. From the menu bar, select the desired option.
   
   • Add: This button allows users to add a new form category.
     • If selected, it will generate a new category at the bottom of the list, which can then be customized and defined according to the user’s preferences.
       • For more information on defining the form category properties, click here.
   • Remove: This button allows users to remove an existing form category.
     • To use this function, first select a form category from the list.
   • Apply: This button allows users to save their changes.
   • Apply and Close: This button allows users to close the Form Categories tab.
   • Refresh: This button allows users to refresh the Form Categories tab.
   • Close: This button allows users to close the Form Categories tab.

*Users can also create form categories directly within the properties of the corresponding form behavior. For more information on how to create form categories in this way, click here.