Changing Form Group Settings (Group Name, Assigned Filter Groups, and Administrative Role)

Changing Form Group Settings (Group Name, Assigned Filter Groups, and Administrative Role)

  1. Select the Form Management menu from the navigation sidebar

  2. Select the Form Management page

  1. Click on the form group you’d like to change to expand it

  1. Click the Edit button in the bottom left part of the Form Group:

  1. From here you can modify the following…

    1. Name: The Form Group’s title

    2. Administrative Role: The Admin Role that is designated as the Form Owner for the forms contained within this Form Group. Users that are Form Owners can edit the forms, view all submissions, and receive notifications related to the contained forms.

    3. Filter Groups: The Groups that the contained forms are visible to. If none are entered, the form is visible to all users. Groups can be configured under Admin > Groups.

           6. Click Update Form Group to save your changes.


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