š Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Form categorie are used to organise and group your forms based on their purpose. By categorising your forms, you can keep your workspace tidy and ensure that related processes are easily searchable and manageable.
Create a Form Category
Click Forms > List.
Click the Categories tab.
Click the Create button. The Create Form Category screen appears:
Enter a name for the category.
Click the Save button.
Update a Form Category
Click Forms > List > Categories tab.
Click the More Actions menu on the category you wish to update.
Click Update. The Update Form Category screen appears:
Edit the name of the category.
Click the Save button.
Delete a Form Category
Click Forms > List > Categories tab.
Click the More Actions menu on the category you wish to update.
Click Delete. The following window appears:
Click the Yes button.