Categorize RACE Dynamic Forms

You can organize the forms into logical categories using the Categories section. For example, you can organize all checklist forms into one category. You can create, edit, and delete categories as required.

To create a new category:

  1. Click on the left and click Dynamic Forms.
    You can view the categories of forms and the number of forms added to each category in the Forms Categories section.
  2. Click Create Category.
    Figure 1. Create Category

    Create Category

  3. Enter a name for the category in the Category Name field.
    Figure 2. Create new Categories

    Fill Category Details

  4. Upload an image and click Next.
  5. Search and add forms to the category in the Add Forms tab by clicking the Add button under each form.
    Figure 3. Add Forms to Categories

    Add Forms

  6. Click Create.
    The newly created category is displayed in the Forms Categories section in the Home screen.
    In the Forms Categories section, you can,
    • View the count of categories next to the section name.
    • Click the More icon next to the category to Edit or Delete category.
    • Click to view the categories in list view.
    • Click to view the categories in expanded view.
    • Click on the category then the list of the forms under the category is displayed on the right section.
    Note: The forms that are not assigned to a category during a form creation appear in the Unclassified Forms section. When you delete a category, all the forms under category move to Unclassified Forms if they are not part of any other category.