Who is this article for?

Users who want to learn more about Actions with Required Forms.

No elevated permissions are required.

Managing forms and actions effectively is crucial for maintaining accurate records and ensuring smooth workflows. This guide addresses common questions about deleting required forms, the impact of deleting actions, and the ability to close actions while forms are still in progress.

1. Can the required form be deleted?
2. What happens to the required form if the Action is deleted?
3. Can an Action be closed while the required form is still in progress?

1. Can the required form be deleted?

The required form can be deleted by a user with appropriate permissions in the usual manner. When this happens, a message is added to the Action indicating which user deleted the form and when it was deleted.

2. What happens to the required form if the Action is deleted?

The form remains unchanged but is no longer linked to an Action. The form can still be completed in the normal manner.

3. Can an Action be closed while the required form is still in progress?

The Action can be closed at any time. The status of the required form is displayed within the Action as a reminder of its status.