Another thing that you can do in the My Forms section is to create folders, in order to manage forms more easily and quickly.
In the beginning, all forms will be included in the My forms Group. Click the button New folder to create a new group of forms. Type in its name, select the Parent Folder, and press Save. Then, drag and drop forms to the new group. You can move multiple forms or groups at the same time by ticking the checkboxes and dragging them to the desired group.
The two major advantages of using form groups are that you can set a recipient email address for all forms in a group with one click and that you can change the form theme for all forms at once.
To access these options, click on Settings.
Type in the email address to which notifications will be sent, select a form theme, and click Save.
If you want to remove a form from a group, simply drag it to the My Forms Group.
The form grouping feature goes hand in hand with our users feature. From your Users panel, you can add an entire group of forms to a user’s subaccount. Select a group, click Grant Access, and all the forms in that group will be listed in your user’s subaccount. Assign permissions normally to forms.
Can you run one report on multiple forms if they are in the same group? I need to compile all submissions from multiple different forms into one spreadsheet. All of the forms have the exact same fields. How would I do this?
Hi Anne, I am afraid that this is not possible. Reports are generated based on the form’s submissions and can not be grouped into one report. I suggest exporting each form’s submissions into excel and group them in a new spreadsheet. Have a great day!
Can groups be reordered? Can I add a subgroup to a group?
Hi Janna!
At this time Groups cannot be reordered.
They are set in an alphabetical order.