Detaching, Deactivating and Deleting Forms

Overview

You may need to remove or deactivate a form to make it unavailable to workers.

Prerequisites

You need to have an account with the Company Administrator, Super User role, or a custom role with the rights to delete or modify forms.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. If the form is attached to a job action, you need to unlink it first:
   1. Navigate to Administration > Job Types.
   2. Click on the job type to which the form is linked and select Edit Job Type.
      
      
      
      
   3. Select the 3. Specify Job Actions step.
   4. Select the job action to which the form is attached.
   5. Select (none) or select another form in the Form attached field. 
      
      
      
      
   6. Click Apply.
   7. Click Save & Close.
3. Navigate to Forms > Forms.
   
   
   
   
4. On the Forms page:
   • To deactivate a form, click on it and select Edit Form.
     
     
     
     Select the Deploy Setup step and uncheck the Active Form and Available on Forms Menu options.
     This will prevent workers from submitting new information using this form, but all submitted data will be available on the web portal.
     
     
     
     
   • To remove the form completely, click on the form and select Delete Form.
     Note: When you delete a form, all submitted forms are removed as well.
     
     
     
     Confirm the deletion.
     
     

Testing

Ask a worker to check and confirm if the form is available in the Forms menu or if it appears when they perform the job action (from step 2.d) in the mobile app.

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