Group Forms Using Form Categories

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

The Transact for Salesforce App uses form categories to visually group forms together, which allows users to find relevant forms quickly.

To group forms by form categories:

1. Log onto Manager
2. Select Forms > Organizations.
3. Locate an organization and select the Form Categories tab.
4. Click New to add the form categories.
5. Click Save to update the changes.
6. Select Forms > Forms.
7. Locate each active form version of the form you want to group and click Edit
8. Select the Form Categories tab and assign one or more categories to the form.
9. Click Save to update the changes.
10. Repeat the process for all forms you want to group.

Next, learn how to integrate Salesforce with Manager