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Deleting Request Forms

Table 11. Availability - Legacy plans


Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.;

Table 12. Availability


Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free;

Important

Users on the New Team plan do not have access to Request Forms.

Overview

Space admins can manage request forms in their spaces. Account admins and owners can manage account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

You can delete a request form if it's no longer needed.

Tip

If you want to stop users from submitting a request form temporarily, you can open the form builder and select Convert to draft at the bottom of the view.

Delete request forms

For space admins

Space admins can only delete request forms in their spaces.

  1. Navigate to the space where you want to delete a request form.

  2. Click the gear icon under the space's name.

  3. Select Request Forms.

  4. Right-click the form you want to delete and select Delete.

Space_delete.gif

For account admins

  1. Using the green + 1 in the top-right of your workspace.

  2. select Request 2 from the dropdown menu.

    Request.png
  3. Click Manage forms 3.

    Manage_forms.png
  4. Right-click the form you want to delete and select Delete.

    Account_delete.gif

Alternatively, click your profile picture, select Settings from the drop-down, and access the Request forms section in the left-hand menu.

Tasks or projects that have already been created via the request form remain available in the workspace, but the form can no longer be accessed or used to submit new requests.

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