Administration › Service Desk › Form Groups › Define Form Groups

Define Form Groups

You can create a form group to specify which forms are visible to the group's members.

To create a new form group

1. From the Administration tab, navigate to Service Desk, Form Groups.

   The Form Group List page appears.

2. Click Create New.

   The Create New Form Group page appears.

3. Fill in the following fields:
   • Symbol -- A unique identifier for the form group.
   • Record Status -- Indicates whether the form group is active or inactive.
   • Description -- Provides a detailed description of the form group. You can use this field to further identify the forms contained in the group, or the roles who would use this form group.
4. Click one of the following buttons:
   • Save -- Saves the form group and closes the window.
   • Cancel -- Closes the window without saving any changes
   • Reset -- Returns all fields to their previously saved values.