Managing and Organizing Forms

You can quickly and easily organize your forms into form folders by following these steps:

  1. Go to More > Forms
  2. Click the down arrow next to "create new form" and choose "create new folder"
  3. Name your folder and select "create folder"
  4. Drag and drop your forms into the new folder

To remove a form from a folder it can be dragged and dropped into a new folder or into the general main section.

2019-12-20_09-18-56__1_.gif

Was this article helpful?
12 out of 19 found this helpful

Comments

8 comments
  • Can I drag and drop our Profile Fields to create a new registration form? Or is there another way to create an online form that new formers can create that accurately matches many of our Profile Fields?

    0
  • Hi @pegweissbrad,

    That's a fantastic idea! While there is not currently a way to drag and drop profile fields into a form, it is possible to make a copy of a form that you can use as a sort of template for future forms! This way, as long as the original form is successful in connecting to the desired profile fields, the copies should have the same success.

    To do this, simply navigate to More>Forms>and select the option that looks like two pieces of paper next to the form you want to copy.

     

    Hope this helps!

     

    0
  • Is there a way to alphabetize forms within a folder?

    0
  • @jdicker That's a great question! As it turns out, Breeze automatically puts them in order based on the date created (most current is listed first in the folder). I can see how being able to categorize them alphabetically could be helpful though! 

    0
  • For some reason I can't see the folders I create. Can someone help me figure out why?

    0
  • @karlsauter It could be a couple different things. You'll want to make sure you have access to all Forms. You'll also want to use a browser Breeze is compatible with, such as Chrome, Safari or Firefox. Lastly, we recommend clearing your cookies and cache. If that still doesn't solve the problem, please reach out to our support team and we'd love to dig into this deeper with you! You can reach us at: support@breezechms.com.

    0
  • Thanks @Chaeli it was a permissions problem.

    0
  • @karlsauter Cameron here stepping in for Chaeli! I'm so glad Chaeli was able to help solve your issue regarding being able to see Form Folders!

    Great job on figuring out that it was a permissions issue. Keep up the awesome work! Let us know if you have any other questions. We are here for you! :)

    Blessings!

    0