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Form Tagging

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A tag is a label you attach to a form. Once you have more forms than fit on a screen, tags are how you narrow the list down to the ones you actually want, grouped by project, department, or whatever else makes sense to you.

A form can carry as many tags as you like, and the same tag can be reused across any number of forms.

Adding a Tag

  1. Open the form in the builder.
  2. Open the menu next to the form's name and click More Settings.
  3. Scroll to the Tags section.
  4. Click Add Tag to expand the tag input.
  5. Start typing a tag name.
  6. Select an existing tag from the dropdown, or press Enter to create a new one.

The tag appears on the form straight away.

New tags are created as you type, so there is no separate step for setting one up. Once created, a tag is available on any of your other forms.

Renaming a Tag

Each tag chip carries a Rename tag button. Click it, edit the name in place, and press Enter. The rename applies everywhere the tag is used.

Removing a Tag

  1. Open the form in the builder.
  2. Open the menu and click More Settings.
  3. Find the tag you want to remove.
  4. Click the X button next to it.

Removing a tag from a form does not delete the tag. It stays available for other forms.

Filtering and Searching

Tag filter buttons sit above your forms list. Click one and the list narrows to forms carrying that tag, with the selected tag highlighted so you can see which filter is active. Click All Forms to clear it.

The search bar matches on tags as well as form names, so typing a tag name finds the forms carrying it. Search works alongside the tag filter when you need to narrow things further.

Tag Colors

Each tag is assigned a color based on its name, and that color stays the same everywhere the tag appears, so you come to recognize your tags at a glance. Colors are assigned automatically and there is nothing to configure.

Tips

  • Settle on a naming convention and stick to it, so related tags sort together.
  • Short, descriptive names work best.
  • Search for an existing tag before creating a new one, so you do not end up with near-duplicates.
  • A few meaningful tags beat many vague ones. If a tag is on almost every form, it is not narrowing anything down.