How to Create New Folders for Webforms

Modified on Thu, Oct 3 at 10:57 AM

How to Create New Folders for Webforms



Please note that you can share the WebForms via different methods:

1) Share the URL

2) Place it in the Client portal either as an independent menu or inside a Service Catalog

3) Place it under a Button Collection





Step 1


Click on CXInvarosoft>>  ITSupportPanel >> Forms>>  Web Forms





Step 2


Click on the Create a Folder  Button to create a new folder






Step 3


Fill the field




Step 4


The folder will be created last after the folders you already have. If no other folders have been created, it will go below the Default folder.





Step 5


If you want to change a web form to another folder, choose the web form, and click on the Edit button. The web form will open, and Below the big instruction field, you will find the title Folder, where you can choose the folder where this web form will be saved.




Remember to click the save button when editing to make the change.




Note

With the little arrows next to the folder name, you can switch to see the webforms contained in that folder. 








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