ChartHop for Administrators
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People Ops Tools
Forms

Managing forms

After you have made a form ative, you have the ability to edit, duplicate, deactivate, archive, or delete a form. 

To access forms:

  1. From the left sidebar, select People Ops Tools.
  2. Select Forms
Forms Page


You can use the Filter by name search box to search for a specific form.

You can use the Status dropdown to filter by the following statuses :

  • All - Displays all forms.
  • Active & Inactive - Displays active and inactive forms.
  • Active - Displays only active forms.
  • Inactive - Displays only inactive forms.
  • Archived - Displays forms that have been archived. 

Edit a form

You can make changes to a form after you have published it.

To edit a form:

  1. Select the form you want to edit from the table.
  2. Once you’re done making edits, select Save.

Archive a form

Archiving a form retires the form from displaying in the Forms list, but does not permanently delete it. 

To archive a form:

  1. Select the checkbox next to the form or forms that you want to archive.
  2. Select Archive. The form is archived. 

To unarchive a form, select the form, go to Setting and change the status to "Inactive."

Delete a form

Deleting a form permanently removes it; however, any collected data associated with that form continues to be stored in ChartHop.

To delete a form:

  1. Select the checkbox next to the form or forms that you want to delete.
  2. Select Delete. The Delete Form dialog displays.
  3. In the Delete Form dialog, type DELETE then select Confirm. The form has now been deleted.



Packages: Basic | Standard | Premium

Roles: Owner | Technical owner | People Ops Admin



Updated 22 Nov 2024
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