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Form Grouping
What you can do in My Forms section is to create folders, in order to manage forms more easily and quickly.
In the beginning, all web forms will be included in the My Forms group. Click the New folder button to create a new group of forms. Type in its name and press Save.
Each folder comes with some settings near the name of the folder. You can access them by clicking on the dropdown: Rename, Move folder, Delete.
If you want to change the folder of a form, click on the dotted menu and select Change folder.
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.
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Frequently Asked Questions
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.
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.