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Edit or Delete a Form Template
Edit or Delete a Form Template
Shri Vathsan avatar
Written by Shri Vathsan
Updated over a week ago

This feature is available for users on the Tanda HR plan.

Edit a Form Template

Where necessary, you can make changes to Form Template details, sections, and questions through the Manage Forms tab under HR > Forms.

To edit the Form Template details, click the button on the relevant Form Template, then Form Template Settings.

Here, you can edit the Form Template name, locations and teams, Positions, Notification settings and Status

To edit a section, click the Edit button on the relevant Form Template. Next, click the ⋮ button on the section, and then the Edit Section button. Here, you can rename the section.

To edit a question, locate it in the relevant form and section, click the button, and then the Edit Item button. Here, you can edit the name, type, occurrence, reference files, and description.


Archive a Form Template

When a Form Template is made inactive, it will no longer appear for employees to complete on the mobile app. Past responses can still be accessed.

An inactive Form Template will also remain under the Manage Form Templates tab and can be reactivated at any time.

To make a Form Template inactive, click the ⋮ button on the relevant Form Template, then Settings. Next, untick the Active button and save the changes with the Update button.

To reactive a Form Template, click the ⋮ button on the relevant Form Template, then Settings. Next, tick the Active button and save the changes with the Update button.


Delete a Form Template

When a Form Template is deleted, it will no longer appear for employees to complete on the mobile app and the deleted form templates cannot be reactivated. Responses can still be accessed for deleted form Templates.

To delete a form template, click the ⋮ button on the relevant form template, then Delete.

Finally, confirm using the delete button.

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