09. Form Folders

Introduction 

As a TaroWorks administrator, when you have a high volume of Forms in your Salesforce organization, it can be challenging to navigate them all in your Forms tab. Starting in TaroWorks 4.5, a Folder feature is available to help you organize and navigate your TaroWorks Forms. This article details how to create and use TaroWorks folders.

• A. Creating a Forms folder - Create as many folders as you like to tag and navigate your Forms.
• B. Editing and Deleting a Forms folder 
• C. Adding a Form to a folder - Once you have created the folders you can assign Forms to them.

Before you Begin:

• Have TaroWorks 4.5 or above installed in your Salesforce Instance.

 A. Creating a Form Folder

1. Click the TW Folder tab.
2. Click New.
   
3. Enter a TW Folder Name.
4. Choose Form for Type.
   
5. Click Save.

B. Editing and Deleting a Form Folder

1. Click on TW Folders Tab.
2. Click on the name of the Folder.
   
3. To edit the name of the folder, click Edit, then enter the new folder name and click Save.
   
   NOTE: You cannot change the Type of a folder. However, you can delete and create anew.
4. To delete a folder, click Delete and then OK. All the Forms that were in this folder will remain, but will no longer be in a folder.
   

C. Adding a Form to a Folder

1. Click the Forms tab.
2. Click the More Actions menu and select Move to Folder.
   
   
   
3. Select the folder you want to move it to and click Save.  
   
4. Now you can sort and filter your Forms by that folder.  
   
   

Conclusion

Congratulations, you now know how to create, edit, delete and filter TW Folders!