If you need more structure, that’s no problem with Formcentric.
Create your own folders and organise your forms just as you want. You can create a structure based on applications, process owners or languages, for example.
Creating new folders
You have a number of options when you want to create a new folder.
Proceed as follows:
Click Forms on the top menu bar.
Click
the New folder in the left-hand navigation area or
at the top right of the window New folder. TheNew folderdialog window appears.
Enter a name for the new folder.
Click Create folder to confirm your input.
You have now created a new folder.
The folder is shown in the left-hand navigation area.
Creating new folders when creating a new form
You can create a folder when creating a new form.
Proceed as follows:
Click Forms on the top menu bar.
Then click New form at the top right of the screen. The Create form dialog window appears.
Select an option. A dialog window appears. Complete all the details required to create your form. For more information, read our article about Creating a new form.
Click New folder.
Enter a name for the new folder.
Click Create folder to confirm your input.
You have now created a new folder. You can now use this immediately as the place to store your new form.
Creating new folders when moving a form
You can create a folder when moving a form.
To create a new folder when moving a form, proceed as follows:
Click Forms on the top menu bar.
Find the form that you want to move.
Click
the context menu link under Actions or
right-click the name of the form. A context menu appears.
Click Move to move your form. A dialog window appears, listing all available folders.
Click New folder. Above the existing folders, a new folder appears with an empty text box.
Enter a name for the new folder.
To confirm your input, click the tick mark shown on the right.
You have now created a new folder. This folder is shown in the overview of all available folders and you can now move your form to this folder.
Renaming folders
You can rename a folder any time you want.
Click Forms on the top menu bar.
Move the mouse cursor over the folder in the left-hand navigation area that you want to rename. A context menu link appears next to the folder.
Click the context menu link. A context menu appears.
Click Rename. The Rename folder dialog window appears.
Enter a new name for your folder.
Click Rename folder to confirm the name change.
You have now renamed the folder.
Deleting folders
You can delete a folder if you no longer need it.
Click Forms on the top menu bar.
Move the mouse cursor over the folder in the left-hand navigation area that you want to delete. A context menu link appears next to the folder.
Click the context menu link. A context menu appears.