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What is a Form Group?
A Form Group is a way to group forms in a particular profile together for to assign them all at once instead of individually. Used in conjunction with User Groups, this is an efficient method of assignment many forms at one time.
How do I create a Form Group?
Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.
To create a Form Group, please follow the instructions below.
STEP 1. Hover over the Forms tab and select Form Group.
STEP 2. On the next screen, click + New.
STEP 3. Name your Form Group. This name should be something that makes the Form Group easily identifiable.
STEP 4. Choose the forms you want to add to the Form Group.
STEP 5. Click Create.
Your group will now be listed on the main Form Group page.