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Creating Categories and Tags in Forms
Creating Categories and Tags in Forms
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Forms app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Creating Categories and Tags in Forms

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Forms’.

2. Choose a Form:

Once you're in the 'Forms' application, navigate to the 'My Forms' tab. Here, you can either choose to create a new form or modify an existing one. If you're creating a new form, choose between 'Classic Form', 'Group Form', or 'Card Form' and follow the prompts to create your form.

If you're modifying an existing form, hover over the form you wish to edit, and click on the gear icon that appears.

3. Click Edit:

In the menu that appears, select 'Edit'. This will take you to the form builder, whether you're creating a new form or editing an existing one.

4. Open the Options Tab:

Once in the form builder, click on the 'Options' tab in the left-hand column.

5. Add Categories and Tags:

The second and third options in the 'Options' tab provide the ability to add and select categories and tags. To create a new category, click on the '+' icon on the right, input your desired category name, then click 'Create'. The new category will now be available in the dropdown menu for selection.

Note: The same process applies when creating new Tags.

6. Reuse Created Categories or Tags:

Once you've created a category or tag, it remains in the dropdown menu for future use when creating new forms. You can continuously utilize your created categories and tags or create new ones following the steps outlined above.

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