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About this lesson
Create form collections to group related forms.
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Quick reference
Create a Collection of Forms
Create a collection to organize related forms.
When to use
We create a collection of forms to help us organize and group forms by type or topic.
Instructions
As we work with forms, the list of forms we create can get very long. We could create hundreds of forms.
To assist with organization and to make it easier to find forms, we can group forms of similar type or topic into collections.
Create a Collection
- Click All my forms.
- Click My forms.
- Click New collection.
We can group together forms by whatever criteria we like. We could group them by customer, by type, by subject, etc.
- Type the name for the collection, 'Happy Flame Candle Company'.
- Click Create.
We can now move forms to the collection.
- Select a form and drag and drop it onto the collection.
- Click on the collection to view the individual forms.
- Repeat this process and create another collection called 'Employees'.
Collection Options
- Click the three dots on a collection to see more options.
From here we can rename the collection, copy the collection, or delete the collection.
An important note: if we delete the collection, it will delete the collection and all forms contained within.
Hints & tips
- Collections cannot be seen while viewing Recent forms. Click on My forms to view and manage your collections.
- 00:04 Over time, the amount of forms that we create and the amount of forms that we can
- 00:08 see when we log into the form start page is going to grow.
- 00:12 It might be that you have hundreds of forms listed on the start page.
- 00:15 So anything that we can do to help us organize our forms a little bit better is
- 00:20 going to be helpful.
- 00:22 And did you know that you can organize forms into what we call collections?
- 00:27 Now, collections are very similar to folders.
- 00:29 We can create categorized folders and store forms of a similar type or
- 00:34 maybe forms related to specific clients or customers in those collections.
- 00:39 So in this lesson, I'm going to show you how we can create a couple of collections.
- 00:42 We're going to create two and move forms into those collections.
- 00:46 Now, in this lesson, we're going to create two collections.
- 00:48 We're going to create one for forms and
- 00:51 surveys related to the Happy Flame Candle Company, and
- 00:54 we're going to create a collection that's related to employees.
- 00:58 So let's dive in and take a look at how we would do this.
- 01:01 So I'm back on the forms start page,
- 01:03 and again, this is one of those options that can be quite tricky to find.
- 01:07 And I will say that over the years,
- 01:09 the new collection button has moved around a fair bit.
- 01:12 So it might be that by the time you come to this course, it's moved again.
- 01:15 Now, for me, currently, in order to see the new collection button,
- 01:19 I need to jump into all my forms.
- 01:21 So that is the link that we have in the bottom right-hand corner.
- 01:25 Let's click it to jump across.
- 01:27 Now again, when we get to this page, I can't see a button anywhere that says
- 01:31 New Collection, and that is because we're clicked on the recent list.
- 01:36 In order to see the button, we need to jump into My Forms and
- 01:40 then we have a New Collection button.
- 01:42 So let's click New Collection and we can give our first collection a name.
- 01:48 So the first one is going to be related to the Happy Flame Candle Company.
- 01:52 Let's click on Create.
- 01:54 So there you go, we now have our new collection, and
- 01:57 it says drag and drop your forms here.
- 02:00 So any forms that I have in my list that are related
- 02:03 to the Happy Flame Candle Company, I can now group together in this collection.
- 02:07 So the Advanced Excel Quiz, that's for the Happy Flame Candle Company.
- 02:14 So it's this one, let's drag it and drop it.
- 02:16 This Customer Satisfaction Survey, this is actually a copy.
- 02:20 So what I'm going to do is I'm going to quickly delete that form.
- 02:23 Let's do that while we're here.
- 02:24 And the customer satisfaction, that one needs to go into this collection as well.
- 02:30 So now, when I come into My Forms,
- 02:32 I can see the collection along with all the other individual forms.
- 02:36 And if I click on the collection, it's going to open up and I can go in and
- 02:40 I can view those individual forms.
- 02:41 So it's a really nice way of keeping your forms organized into logical groups.
- 02:46 Let's create another new collection, and this one is going to be for the employees.
- 02:52 Let's click on Create.
- 02:54 Same deal, we can drag and drop forms to this collection.
- 02:58 So let's drag Employee Form over here.
- 03:00 I'm also going to drag the Department Survey, let's drag the Team Survey,
- 03:06 and also let's say Drinks for Conference as well.
- 03:10 So, hopefully, you get the idea.
- 03:11 Now, notice that when you do go back to the start page,
- 03:15 you can't actually see those collections underneath Recent.
- 03:19 You always need to jump into My Forms in order to view those collections.
- 03:23 Now, with these collections, we also have more options.
- 03:25 If we click the three dots, we have a few things we can do here.
- 03:29 So we can rename the collection, we can copy the collection,
- 03:33 or we can delete the entire collection.
- 03:36 Now, if we were to choose Delete, and I'm not going to do it on that one,
- 03:39 let's do it on Employees.
- 03:40 It says delete this collection with 4 forms?
- 03:43 Once you delete this collection, all forms within it will also be deleted.
- 03:48 So that's a really important point to note.
- 03:51 If you delete the collection,
- 03:53 you're not deleting the collection container so to speak,
- 03:56 you're deleting the container plus all of the forms that are contained within.
- 04:00 Now, it's worth noting that when you do delete collections, they will go
- 04:05 into your recycle bin, so you can restore them again if you need to get those back.
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