Add or Modify a Form Center Category

In this article, you'll learn how to create and modify categories for the Municipal Websites Central's Form Center module. You can adjust the category's name, set permissions, edit the confirmation page, and more.

Who can use this feature?

System Administrator | Owner

Add a Form Center Category

1. Log in to your website solution.

2. Navigate to the Modules drop-down and on the Content tab, select Form Center:

3. Select the Add Category button:

4. Set the Properties fields:

   • Name: Create a category name

   • Template: If desired, select a template from the drop-down

   • Force Login: Choose to make new forms require users to log in by default

   • Permissions: Select Permissions

     • View Permissions User Guide for more information

5. On the Confirmation Page tab, create or edit text as needed:

   Note:

   The confirmation page appears after a user submits a category for approval. This is a default Confirmation Page for all categories. You can change it if desired. Changes will not affect any existing categories, only new categories post-change.

6. Select a saving option:

   • Save: Saves your changes, does not become publicly viewable

   • Save and Submit (Authors only): Saves work and submits to a Publisher, Owner, or System Admin for review

   • Save and Publish: Saves your changes, category becomes publicly viewable

Modify a Form Center Category

1. Log in to your website solution.

2. Navigate to the Modules drop-down and on the Content tab, select Form Center:

3. Select the category you wish to modify:

4. Select Actions next to the category name:

5. Select Modify:

6. Edit Properties fields:

   • Name: Edit the Category Name

   • Template: Controls the design that will appear for items associated with this category. If one is not selected, the default site design will be used.

   • Force Login: Require users to log in before they can view the form

   • Permissions: Assign group permissions

     • V (View): Can see items, cannot edit

     • A (Authors): Can edit and create documents, cannot publish items

     • P (Publisher): Can edit, create, and publish items

     • O (Owner): Has full rights to a category

7. Edit the Confirmation Page:

8. Select Save:

   Note:

   If you wish to publish the category, if not already published, you will need to select Actions and then Publish on the category page.