Form Categories

Overview

This section explains how to manage the visibility of forms for different roles in SchoolEngage.

By using categories, you can organize forms for users and assign roles to control who can access each category when creating forms.

Table of Contents

Manage categories

To access the list of categories, follow the steps below:

1. In the main left-hand menu, click “Users”

2. Click “Manage Roles”

3. The “Categories” dashlet is displayed on the top right of the page

Create a category

Once you are on the Manage Roles page, you can follow the steps below to create a new category:

1. Click the “Create” on the “Categories” dashlet

2. In the popup, enter a “Name”

3. Click “Save”

Once the category has been added to the list you can use the “ Move” icon to change the order. To configure the category, you will need to edit the category after creating (see below)

Edit a category

Editing a category allows you to add one or more forms to the category so that they are available for users in a particular role. From the Manage Roles page, you can edit the name and role permissions:

1. Click the “ Edit” button on the row you wish to edit

2. Use the “Add Form” drop-down to add additional forms to your category

3. Use the “Add Role” drop-down to add specific roles that should see this category

4. Click “Save”

Delete a category

From the Manage Roles page you have the ability to delete user-created categories:

1. Click the “ Delete” button on the category you wish to delete

2. You will be prompted to confirm the deletion of the account

3. Click “Yes” if you wish to delete the account