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Sidebar Groups

Use Form Groups to organize forms in the workspace sidebar.

What You Can Do​

In the sidebar group management flow, you can:

  • create groups
  • edit group names
  • choose group icons
  • reorder groups
  • add forms to groups
  • reorder forms inside a group
  • remove forms from a group

Group Settings​

Each group includes:

  • group name
  • group icon
  • the ordered list of forms in that group

When To Use Groups​

Use groups when the workspace needs a clearer navigation structure for forms, especially when the tenant has many forms or wants to separate forms by business area.