Groups
Create Groups to classify your Form templates when you have many templates. Set the Group for a Template in the Edit Template Properties tab.
Click on + to add a New Group. Click on a group to edit it:
Name: edit the group name
Rank: position of the group in a list of groups. 0 is listed first, 1 is listed before 2,..
Aggregate all forms for this group: when displaying forms linked to a data item, forms are grouped by this template group, instead of by template. The group will aggregate all forms from different templates.
Only one form instance per linked record: when a form template belongs to this group, only one form can be created for this template and for a given linked data item.
Example for a Contact and template "HR Employee Form" which lists information on an employee, checking this option enforces that only one instance of the HR Form exists.
