Forms Categorizing Forms Like Services and Materials

[CGS]

I would like to see the category system that is applied to services and materials applied to forms. It would make it easier for the techs to find a form. Right now they have to scroll through a list a mile long for them to find the one they may need. 

[Sheena_Palacios · Accepted solution]

Hi @CGS -- that sounds like a good suggestion to be added on the ideas page in the meantime, you can assign a form to one or more Business Units so that when technicians apply the Business Unit filter, only the forms associated with that Business Unit will be displayed. This will alleviate a lot of the scroll via mobile.