Manage Forms

Overview

Learn how to duplicate, deactivate and delete forms. Also see Create & Edit Forms.

Access & Permissions

How to access Forms

1. Click Forms and Lists
   

   

View and Filter Forms

To view a form:

1. Click on the form
   

   

Filters work in the same way as described in Filter Tickets.

The following filter criteria are available for the forms table:

• Added by default:

  • Creator
  • Created on
  • Ticket count

• Not added by default:

  • Name
  • Is locked
  • Project count
  • Selected favorite
  • Deactivated

Duplicate

To create a similar form, you can duplicate an existing one. The duplicate will have the same name with 'copy' at the end and will not be assigned to any projects.

To duplicate a form:

1. Open the more menu next to the desired form
2. Click Duplicate form
   

   

Deactivate

Deactivate a form to prevent users from creating new tickets with it. Existing tickets that use a deactivated form will not be affected.

To deactivate a form:

1. Open the more menu next to the desired form
2. Click Deactivate form
   

   

To activate a form again that was previously deactivated:

1. Open the more menu next to the desired form
2. Click Activate form
   

   

Delete

To delete a form:

1. Open the more menu next to the desired form
2. Click Delete form
   

   

   
    
3. Click Delete
   

   

It is also possible to duplicate, deactivate or delete a form through the more menu in the Form Builder: