Tags help you organise and categorise dynamic forms. You can apply tags to forms for easy filtering and see which forms are associated with each tag from the Tags settings page.
Why Tag Forms?
As the number of forms grows, the summary table becomes hard to navigate and reporting across the form estate gets murky. Tags give you a lightweight classification that follows each form through its life:
Find forms fast — filter the summary table by tag instead of scrolling pages of forms.
Group by business dimension — tag by department ("Finance", "HR"), project ("Q3-2026"), or lifecycle ("In Review", "Retired") depending on how your organisation thinks about its forms.
Report on form estates — the Tags settings page shows every form carrying each tag, which makes questions like "which Finance forms exist?" a lookup rather than an investigation.
Coordinate maintenance — a tag like "Needs Review" makes it easy to track forms due for a refresh after a policy change.
Quick Steps
Navigate to Settings > Dynamic Forms.
Select a form to open it. The form builder will open with the Form Details in the right-hand side diagram content menu.
Add or remove tags (e.g. "Finance" and "Q3-2026") in the Tags text box.
Select save.
Tags can also be added, changed or removed using Bulk Change. Tags are visible in the Tags column on the Dynamic Forms summary table.
Further Information
For creating forms, see Create a Dynamic Form. For top-level form settings, see Dynamic Forms: Form Details.