Creating Form Component Categories

Form components may be grouped together based on an organization's business-specific reporting needs. These groupings are defined in Form Component Categories records.

Follow these steps to create a new category:

1. Open a new record from the Form Component Categories service.
2. Enter a name and description.
3. If the components in this category apply to a specific entity, change the Scope to Entity and specify that entity in the Entity field. Otherwise, leave the Scope set to Global.
4. Save and close the record.
5. Repeat the above steps to add additional categories as necessary.