Using Tags on your forms is a great way to keep your forms organized in your GoFormz account. You can think of a Tag as a keyword that you associate to a form, that you can then search for later. Tags make it easy to locate a specific form or groups of forms. Common way to group and tag forms are by:
- Form Type (give each form the same Tag, ie. Work Order, Timesheet, Invoice)
- Customer (tag each form for the same customer with the customer name)
- Technician (tag each form that an individual completes with his/her name)
You can add Tags to your forms manually or setup a trigger to auto-tag them. This ProTip focuses on the manual process.
Applying Tags Manually
Once a form has been created and it is either in drafts or completed, you can apply a Tag manually. You can add Tags in the Forms Tab or Web Form Editor.
Apply Tags Via the Forms Tab
Once you have logged into your account, click on the Forms Tab to open a list view of your forms.
Here is the first place where you can apply a Tag. Find the form you want to tag and click on its triple dot button in the Actions column located furthest to the right. The following menu should pop up:
Next, click on Add Tags and the tagging menu will open:
Here you can choose the Tags you want associated with this form. You can type in a new Tag, use an existing Tag (below the text box) and add or remove as many Tags as needed.
Apply Tags Via the Web Form Editor
The second location to add Tags is on the Web Form Editor. To get there you simply open an existing form. This is what it should look like:
To add Tags here, click on the Tag icon located on the right sidebar menu. It is the option second from the bottom.
Just like before, a menu will open and you can apply the appropriate Tags to this form.
As you can see, adding Tags is quick and easy! Before you start tagging all of your forms, we advise that you plan ahead and identify the Tags that are consistent with your business objectives.