How to Create and Delete Folders for Web Forms

Folders keep your web forms organized and easy to find. This guide shows you how to create a new folder, move web forms into it, and delete a folder you no longer need — either together with its web forms or moving them to another folder first.

Once organized, you can share your web forms by sharing their URL, placing them in the Client Portal (as an independent menu or inside a Service Catalog), or adding them to a Button Collection.

This interactive walkthrough plays on its own — sit back and watch, or use the arrows at the bottom to skip ahead or replay a step.

In the left menu, expand Invarosoft CX, then go to ITSupportPanel → Forms and click Web Forms. You’ll see all your web forms grouped by folder.

In the top-right corner of the Web Forms page, click Create A Folder.

Type the folder name in the Title field and click Create. The title is for internal use only — your clients won’t see it.

The new folder is added at the end of the folder list (if it’s your first one, it appears right below the Default Folder). Use the small arrow next to the folder name to expand or collapse it and see the web forms it contains.

To place a web form in your new folder, click Edit on that web form. In the web form editor, find the Folder field below the main instruction field, choose the folder, and click Save.

In Web Forms, find the folder you want to remove and click the red delete icon to the right of its name. The Delete window opens.

Open the Deleting Options list and choose what happens to the web forms inside the folder:

• Delete Folder And It’s Content — deletes the folder and every web form inside it.
• Delete Folder And Move It’s Content To — deletes the folder but keeps its web forms by moving them to another folder.

If you chose to move the content, select the destination in the Folder list. Every web form in the deleted folder will be moved there. If you chose to delete everything, skip this step.

Click Delete to confirm. The folder is removed from the list and, if you chose to move its content, its web forms now appear in the destination folder.