Create Groups & Form Groups

Quik! recommends creating and leveraging form groups to organize your forms. Form Groups make searching and generating forms much faster and simpler for end users. The Quik! Forms Enterprise Manger has two tools to help you manage your form groups: 

• Create Groups
• Form Groups

 See below for instructions on how to manage your form groups.

Create Groups

In the Create Groups page, administrators can add forms to new groups, or existing groups.

First, search for the forms that you want to include in a group. You can only add subscribed forms to your groups. Forms can be searched via company name, form name, lit number, state, category, and  Quik! form ID. After you submit your search, a list of forms that belong to that company, state, etc. will display below. Click the checkboxes next to each form that you want to add to a group.

Once your forms are selected, they will displayed in the "Selected Forms" window  (see image above). From here, you may add these forms to an existing group ("My First Group" in the image) with the 'Add' button, or add them to a new group ("New American Funds Group" in the image) with the 'Create' button. Once either option is selected, you may perform another search to add more forms to a group.

The benefit of form groups is that administrators must only perform a search once, and then that package of forms will be available henceforth for all users.

Form Groups

In the Form Groups page, adminstrators can remove forms from their form groups, and delete and edit form groups.

To remove a form from a form group, select the form group in the list on the left, which will display a list of all forms that are a part of that group below. Select which forms you would like to remove by clicking the checkbox next to their names, and click the 'Remove' button. The 'Clear' button will de-select the form (same as un-checking the checkbox next to the form name).

To edit and delete a form group, click the 'Edit Groups' button. On this page, your form groups will be displayed in a list. You may edit the text of each form group to change its name, or click the 'Delete?' checkbox. For both, click the 'SAVE' button when finished to save your changes. If a group was edited, you should see a messsage confirming that the changes were saved.

Other Ways to Manage Form Groups

Outside of the Quik! Forms Enterprise Manager, form groups can be managed programatically using web services. See the web services section on how to do this.