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How to create Form Categories

How to create Form Categories

Easily create form categories with this guide, which walks you through the steps to organize and manage your forms using custom categories.

Gilad Goldman avatar
Written by Gilad Goldman
Updated over 2 months ago

Guide: Creating Form Categories in BuildPass

Step 1: Accessing Settings

  • Log in to your BuildPass account.

  • Navigate to the Project Home section.

  • Click on Settings, then click Settings again to open the full settings menu.

Step 2: Navigating to the Forms Settings

  • In the Settings menu, go to the Forms tab.

  • Scroll down to find the Form Categories section.

Step 3: Adding a New Form Category

  • Click Add Another to create a new category.

  • Enter a category name that reflects its purpose or the type of forms it will contain.

  • (Optional) Add an icon for quick visual identification.

  • Choose a color to help differentiate the category.

  • If you want the new category to appear in your navigation menu for easy access, select this option.

Step 4: Saving Your New Category

  • Once you've set the name, icon, and color, click Save to add your new form category to the system.

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