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How to create form categories

Organise and manage your forms by grouping them into custom categories.

Gilad Goldman avatar
Written by Gilad Goldman
Updated over 2 weeks ago

Step 1: Open Settings

  • Log in to BuildPass.

  • From Project Home, click Settings, then More settings.


Step 2: Navigate to Form Settings

  • In the Settings menu, select the Forms tab.

  • Scroll down to find the Form Categories section.


Step 3: Add a New Form Category

  1. Click Add Another.

  2. Enter a category name that clearly reflects the type of forms it will contain.

  3. (Optional) Select an icon to help visually identify the category.

  4. (Optional) Choose a colour to make the category easy to recognise.

  5. (Optional) Enable the option to show the category in navigation for quick access.


Step 4: Save the Category

  • Click Save to create the new form category.

Your new category will now be available to help organise forms across the project.


Need Help?

If you have questions or need assistance creating form categories, use the black chat box in the bottom-right corner to contact the BuildPass support team.

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