Our list of forms is growing in one of my DB’s and Create only displays the 1’st 9 of them, meaning the user must hit Other to display and pick from the list. Is there a way to sub-catergorize forms under Create, as in:
Create => Group A => Form 1
Create => Group A => Form 2, etc,
.
.
Create => Group B => Form X,
Create => Group B => Form Y
The only way I’ve come up with sofar is to write agents for each form in Group B and have them appear under Actions, and the remainder to still appear under Create.
I guess that would work, but by re-naming all my forms, how does affect all the docs already created using Form1 when the new form name is GroupA\Form1 ? There are 1000’s of them.
You can set the Form alias name as “Form1” for your Form “GroupA\Form1”. The alias name is used to populate/overwrite the Form field (if the alias name exists, else the Form name will be used), and it is also used to display the corresponding Form, when the field called “Form” exists on a document.