How to Configure Folders

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Folders allow you to organize your GoCanvas forms and submissions, decluttering your Forms page and making forms easier to find. They also show up on the mobile application for your users.

Create a Folder

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To create a Folder, select the Create New button in the upper right corner of the Forms page. Select the last option in the expanded drop down menu, Folder. 

Create New_Folder.png

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A new Folder will appear at the top of the list where you can then name the folder. Type Enter or select Create Folder to add the folder to your Forms page. Please note that creating folders within folders, or nested folders, is not available.

Organizing and Viewing Forms and Submissions in Folders

Forms Page

Once a folder is created, you can drag and drop your existing forms into the folder. Underneath the name of each folder, you will see the number of forms that are within it. All forms in the folder will be counted, even those that are Archived and filtered by default.

Folders_Drag & Drop GIF.gif

Existing forms can also be moved by selecting the Quick Links icon in line with the form you wish to move. This will expand a menu with the option to Move above Permanently Delete. Select this option and a dialogue box will appear with the folders in the account. Highlight the radio button by the folder where you want to move the form and then select Move.

Forms Page_Quick Links_Move GIF.gif

Enter the folder by selecting the hyperlink name of the folder and your form will appear in the list based on how the folder is sorted, the default being App Name (A-Z).

Note

Any form that is created from within a folder will automatically be added to that folder.

A form can also be removed from a folder by using the above method; simply select Forms from the dialogue box.

Folders_Remove.png

In line with each folder name is a Pencil and a Bomb icon. The pencil icon allows for you to edit the name of the folder. The bomb icon will destroy the folder, or permanently delete the folder. The bomb icon will be greyed out if there are any forms within the folder as a folder can only be destroyed if it is empty.

Folders_Pencil & Bomb Icons.png

Submissions Page

Your folders will also show up in the Submissions page. It will tell you how many total submissions are associated with each folder. The Last Date will tell you the most recent date for any submission received for a form in that particular folder.

Submissions_With Folders.png

Folders on Mobile

Folders also appear on mobile devices to help your users in the field stay organized and quickly find the form they need. Users on mobile simply select the folder they need to view the forms inside.

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