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.
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.