Categorizing Forms

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This topic contains 2 replies, has 0 voices, and was last updated by  tmrhymer 11 years, 4 months ago.

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    We have around 100 forms, and when we get them all built out in Perfect Forms I was hoping to be able to categorize them. Then through a report “dashboard”, make it easier for users to find their forms by selecting a category. In this report dashboard i envisioned a list of the forms the user has permission to start and a dropdown with the list of categories, or some control giving them the ability to filter that list of forms based on the category they select. Is there a way to do this?



    A user will be able to see the forms/reports that they have been granted access to from their View Forms/View Reports area but if you wanted to do something different, I’m sure you could do this from something like a database table or another Perfectforms form where you are storing a list of users/categories and the forms they are allowed to access and then use a connection to this table/form on your report dashboard where you will know who the user is as they access the report



    I just asked a related question in another thread:

    Is there a way to create folders that can appear within the “Forms” tab of the limited users dashboard ? I know that access to forms can be managed with user and group permissions, but we need to be able to group forms within folders to provide a clean user experience. We will ultimately have a large number of forms to offer our staff, and being able to group by Departmental folders is very desirable.

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