Here are some benefits and uses of Tags:
Easy categorisation: Tags allow you to categorise your forms into different groups based on their purpose, type, or any other criteria that you choose. This makes it easier to find the forms you need quickly and efficiently.
Streamlined form management: By using tags, you can streamline your form management process and avoid the hassle of searching through endless documents.
Customisable tags: IndyForms allows you to create custom tags with unique names and colours. This makes it easy to identify different form groups at a glance and helps you stay organised.
Improved collaboration: If you're working on a project with a team, tags can help you collaborate more effectively. You can assign tags to specific team members or groups.
Step-by-Step Guide: Creating Tags
To create tags, follow these simple steps:
Select 'Advanced' on the left sidebar menu of your IndyForms dashboard, and then select 'Tags'.
Select "+Create New".
Enter a Name and choose a Tag Color.
Click on "Add Item" to save your new Tag.
You can now start assigning tags to your forms.
Step-by-Step Guide: Assigning Tags
To assign Tags to your forms:
Open an existing form or create a new form in the form builder.
Go to the Settings tab on the form builder.
Within the 'Form Details' section, you will see a field labelled 'Tags'.
Use the drop-down to locate the Tag you want to assign to your form.
Your changes autosave in Draft mode.
Publish your form to send updates live.
Following these simple steps, you can easily assign tags to your forms and keep them organised.
Filtering for Tags
Go to your Forms page to see a list of your Active and Inactive forms. (Use the drop-down function at the top left of your Dashboard to see forms that are Active, Inactive or Any status.)
Select the filter icon to open a pop-up window.
Use the drop-down function within this window to select a Tag to filter your forms' list to display forms assigned that Tag only.
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