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Archiving, unarchiving and deleting forms in InForm
Who is this article for?Administrators who want to learn to archive, unarchive and delete forms.
Administrator permissions are required.
This article guides you through the procedures for archiving forms to maintain a clutter-free interface, unarchiving when necessary, and permanently deleting forms, ensuring your InForm environment remains organised and efficient.
1. Archive forms
To withdraw a form from use (either temporarily or permanently), it can be archived.
To archive a form, from the Form Admin List page:
- Use filters to locate the form to archive.
- Click Actions on the far right.
- Click Archive.
- Click Archive to confirm.
- Once archived, existing form records can be viewed from the Form Records page by applying the Form Archived filter.
- Form records cannot be edited when the form has been archived.
- New form records cannot be created.
2. Unarchive forms
Forms can be unarchived if they need to be put back into circulation again. From the Form Admin page:
- Apply the Show Archived Form filter.
- Click Actions on the far right.
- Click Unarchive.
- Click Confirm.
3. Delete forms
To delete a Form, from the Form Admin List page:
- Use filters to locate the form to delete.
- Click Actions on the far right.
- Click Delete.
- Confirm the deletion.
- The form will now be deleted.
3.1. Existing form records
If form records against the form exist (either archived or active), the form cannot be deleted. This prevents form records being deleted in error.
The following message will be displayed when form records exist:
If the form still requires deletion, all associated form records must be deleted from the form records page first.
Important: The deletion of a form cannot be undone, always proceed with caution.
4. Reporting from the form admin page
A standard Excel list report is available from the Form Admin page.
To run a report, from the List Form Admin page:
- Click Show Filters.
- Use filters as required to locate the relevant form(s).
- Click Filter.
- The lower half of the screen lists out search result. These will be reflected in the report.
- Click Excel Export.
- In the Excel report, sort and manipulate the data or merge the data with other reports as required.
- Save the report.