This article will show you how to modify a Category in the Form Center.
Disclaimer
Information submitted to any form fields will be transmitted via email for administrator notification and thus are not eligible to be adequately protected as sensitive information. For this reason, do not request the following information on any forms:
- Bank Account Information
- Birth Certificate Copy
- Business ID Numbers
- Driver’s License Numbers
- Medical Information
- Passport Numbers
- Passwords
- Routing Numbers
- Social Security Numbers
- Tax ID Numbers
- W2 or Other Tax Information
Instructions
- Navigate to Modules > Content > Form Center
- Select the category you wish to modify
- Select Actions next to the category name
- Select Modify
- Edit Properties fields
- Name: Edit the Category Name
- Force Login: Require users to log in before they can view the form
- Permissions: Assign group permissions
- V (View): Can see items, cannot edit
- A (Authors): Can edit and create documents, cannot publish items
- P (Publisher): Can edit, create, and publish items
- O (Owner): Has full rights to a category
- Edit the Confirmation Page
- Select Save
- Note: If you wish to publish the category (if not already published), you will need to select Actions > Publish on the category page.
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