Modify a Category in Forms Module

This article will show you how to modify an existing Category in the Forms module.

Who can use this feature?

System Administrators | Owner

Important Note

It is recommended to use the Form Center for any regular, non-RequestTracker forms.

Instructions

1. Sign in to your site

2. Navigate to Modules and on the Content tab, select  Forms

3. Find the category you wish to modify

4. Navigate to the Choose an Action menu, then select Properties

5. Modify the information

   • Category Name: The name of the category

   • Show Archives: Will show the archives of the forms

   • Permissions: This allows you to change the permissions for the category

     • View: If the category is intended to be public, you do not need to worry about having this option checked for each group. If the category is intended to be private, View allows the users to see the category when logged in

     • Author: Allows the users in that group to create forms in this category, but they must Submit them to a Publisher to make them available for public access

     • Publisher: This allows the users to create and publish forms in this category

     • Owner: Allows the users to create, publish, and delete forms in this category

6. Select a save option

   • Cancel: Will delete the changes

   • Save: Will save your changes