Delete a Category from the Forms Module

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This article will show you how to delete a category in the Forms module. Forms allow you to organize your documents in one central area.

Important Notes

  • We recommend that you use the Form Center for any regular, non-RequestTracker forms.

  • You must unpublish and delete all items in a category before you can delete the category.

Who can use this feature?

System Administrators | Owner

Instructions

  1. Navigate to Modules > Content > FormsModules menu, content tab, with Forms selected.

  2. Select Choose an Action > Unpublish next to the category you wish to delete Choose an action menu, unpublish.

  3. Select Choose an Action > Delete Choose an action menu, delete.

  4. Select OK on the pop-up to confirm the deletionCategory deletion confirmation pop-up, okay button