What is an Active Form

What does an active form mean?

Overview

In this article, we'll cover:

  1. What is an Active Form?
  2. Deleting An Active Form

1. What is an Active Form? πŸ“„

An Active Form is a form that is:

  • Already sent to one or more clients, or
  • Used as an intake form for any of your Events or Programs

On the Forms page, an Active Form is displayed with a green Active label as shown below:


2. Deleting An Active Form πŸ—‘οΈ

 

To delete an active form, click the 3-dot button menu and then select Delete.

A pop-up warning appears if the form has already been sent out to your clients or has been used as an intake form for your events or programs.

Important: If you delete a form that has been sent and has responses from clients, you will lose access to the form responses as well. This data is not recoverable.

When a form is deleted, it will also be removed from the client portal as well and your client will no longer have access to the form and their responses.