Managing forms
After you have made a form ative, you have the ability to edit, duplicate, deactivate, archive, or delete a form.Β
To access forms:
- From the left sidebar, select People Ops Tools.
- Select Forms
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- Archived - Displays forms that have been archived.Β
Edit a form
You can make changes to a form after you have published it.
To edit a form:
- Select the form you want to edit from the table.
- Once youβre 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.Β
To archive a form:
- Select the checkbox next to the form or forms that you want to archive.
- Select Archive. The form is archived.Β
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:
- Select the checkbox next to the form or forms that you want to delete.
- Select Delete. The Delete Form dialog displays.
- In the Delete Form dialog, type DELETE then select Confirm. The form has now been deleted.
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ο»Ώο»ΏRoles:Β Owner | Technical owner | People Ops Admin