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Add, edit, or remove a delegated form category

For more information, see Delegated form categories.

Add a delegated form category
  1. Go to Delegation > Categories.

  2. Click Create Category.

  3. Enter a Name.

    For this example, General.

    2022-07-15_15-09-19.jpg
  4. Click Save.

The delegated form category has been created. To add delegated forms to it, Link a form to a category.

  1. Go to Delegation > Categories.

  2. For the relevant delegated form category, click Edit.

  3. Continue by following the instructions in Add a delegated form category.

  1. Go to Delegation > Categories.

  2. For the relevant delegated form category, click Delete.

  3. To confirm, click Delete.