This feature is available after applying for the Pledge option.
You can add or delete pledge form categories. You can also change the display order of categories or manage forms in the category.
You can't rename or delete the ‘Basic’ category provided by default.
Add Category
The following describes how to add a category.
- Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Pledge’ in the pop-up window.
- Click
at the top left of the screen.
- Click ‘Manage Category’ from the menu.
- Click 'Add'.
- Enter the category name in the added row, and then click
or
to set the order of the categories.
- Click ‘Save’.
Edit Category
The following shows how to edit a category.
- Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Pledge’ in the pop-up window.
- Click
at the top left of the screen.
- Click ‘Manage Category’ from the menu.
- Specify the information to edit.
- To change the category name, edit the category name to what you want to change it to.
- To change the category order, click
or
.
- To change the order of forms within a category, click
, change the order in the ‘Change Order’ tab, and click ‘Save’.
- To move a form from one category to another, click
, select the category to move the form to in the ‘Change Category’ tab, and click ‘Save’.
- Click ‘Save’.
- Changes will be saved.
Delete Category
The following shows how to delete a category.
A category can't be deleted if there is a registered form. Delete the category after deleting the form by referring to Deleting Forms.
- Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Pledge’ in the pop-up window.
- Click
at the top left of the screen.
- Click ‘Manage Category’ from the menu.
- Click
for the category item to delete.
- The category will be deleted.