You are viewing limited content. For full access, please sign in.

Question

Question

Categorize Forms

asked on September 7, 2023

Hi all, 

Is there a way to categorize forms in the Manage section inside Laserfiche Forms? The idea stems from Workflow Designer which allows you to create folders and store the workflows.

0 0

Answer

SELECTED ANSWER
replied on September 7, 2023

It is not currently possible. See this feature request.

1 0
replied on September 7, 2023

Thanks, Blake!! Hoping it gets looked at since it's been almost 9 years since you've asked about it!

0 0

Replies

replied on September 7, 2023

I don't think it's possible, but just to add to this, our users have consistently asked for us to group processes on the Start Process tab (our Executive Director keeps asking for "twisties" where he can expand/collapse sections). Examples would be a group (section/folder/something) for HR processes, another for Finance processes, you get the idea. My stock response is, "maybe in a future version." 

0 0
replied on September 7, 2023

You can create a landing page for your users through the Admin page:

This will allow you to categorize by department. However, it will only give you the ability the start the forms, not manage.

 

Another workaround would be to create a form and have links to each one. Essentially creating your own landing page.

1 0
replied on May 29, 2024

I linked this to the existing feature request list for future consideration. Thanks for letting us know your use case!

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.