Template and Form Groups

Template and form groups are used as tags to organize templates and forms. These groups can be used to filter forms by group and sub-group.

The Template and Form Groups page displays a list of your groups by name.

The following table shows how groups and subgroups selected when creating a new template affect form filler options:

Template	Form
Group type selected: Jobs	Group type. Note: When a group type has been selected by the template maker, the form filler MUST choose a subgroup.
No group selected	The form filler can select a group and/or subgroup of their choice.
Group and sub-group type selected	The form inherits the group or sub-group selected. Form filler cannot edit group and sub-group.
Group type selected: Jobs	Group type. Note: When a group type has been selected by the template maker, the form filler MUST choose a subgroup.

Add new group

1. Click Add New Group.
2. Enter or select information in the following fields:
   • Group Name – The name of your group. This field is required.
   • Data Source – Choose a data source from the drop-down menu.
   • Record – The record within the chosen data source where data is extracted. This field is required when a data source is selected.
   • Field – The subgroup within the chosen data source. This field is required when a data source is selected.
3. Click Create.

You will find your newly created template and form group on the Template and Form Groups home page.

Note: A preview of what will show for the both Group and Sub-Groups dropdowns is displayed at the bottom of the page.

Edit group

1. Find the group you want to edit.
2. Click Edit in the Action column.
3. Edit group properties.
4. Click Save.

Note: You cannot edit a template and form group if it is in use by templates and/or forms.

Delete group

1. Find the group you want to delete.
2. Click Delete in the Action column.
3. Click Yes or in the Delete Group dialog box.

Note: You cannot delete a template and form group if it is in use by templates and/or forms.