Forms

Archive or restore a form

Admins onlyGrowth and above

Retire a published form you no longer use, or bring an archived form back.

Where:SidebarForm Library

  1. Select Form Library in the sidebar.
  2. To archive, select the Published tab and select Archive beside the form. In Archive Form?, select Archive.
  3. To restore, select the Archived tab and select Restore beside the form.
Good to know
  • An archived form no longer appears when you attach a form to a task, and tasks that already have it keep working.
  • A task template that already includes the form keeps adding it to new tasks, so edit the template to remove it.
  • Restore puts the form back in the Published tab, and only an archived form can be restored.

Related

  • Delete a formRemove a form you never used from your Form Library for good.
  • Unpublish a formMove a published form back to draft so it no longer appears when you attach a form to a task.
  • Publish a formMake a draft form available to attach to client tasks.