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How Do I Organize Forms into Folders
How Do I Organize Forms into Folders
Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over a week ago

Redlist provides users with a way to create folders for organizing their forms. This feature can be helpful when you have many forms and need to keep them organized in a hierarchical structure. Here are the steps to create folders in Redlist:

Step 1: Click on "Forms" tab and select "Manage".

Step 2: Click on the "Folders" tab.

Step 3: Click on "Create Folder"

Step 4: Enter a name for the folder and click "Add Folder".

Step 5: Optional - Add additional folders into existing folders

To add a folder inside another folder, click and drag the folder underneath the folder it needs to be added to. Then release the click over the grey bar under the folder it should go into when the grey bar says "Drop into Folder".

Step 6: Add Forms to folders

To add forms to a folder, follow the same process as step 5.

It's important to note that form folders will only be visible to users if their role has access to at least one of the forms in the folder. If they don't have access to any of the forms in the folder, the folder itself will not be visible to them.

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