Working with grouping nodes (web interface)

Forms management tile > Groupings

Introduction

The following procedures describe how to work on grouping nodes via the web interface.

Create a grouping node

1. In Forms grouping

If...	Then...
you want to insert the grouping within a node	click on the desired node
you want to insert the grouping at the level of a specific form	click on the desired form
2. Click . a row will appear in the list of form groupings.
3. In Attributes, insert the desired code and description for the grouping.
4. (Optional) To exclude the grouping node from data entry, navigation and reporting jobs, select Do not display in data entry and reporting modes.
5. Click Save.

Move a form to another grouping node

1. In Forms grouping, select the form to be moved and drag it to the desired node, or select the form, click , then on the desired node and right click, then click .
2. Click Save.

Add a form to a grouping node

1. Select the desired form and click .
2. Select the desired grouping node, then click to refresh the form.
3. Click Save.

Note: a form can be related to several grouping nodes.

Remove a form from a grouping node

1. In Forms grouping, select the desired form and drag it onto the All elements node.
2. Click Save.