How do I Delete or Edit a Form?

To delete a form, you’ll first need to adjust its Security Permissions in the Form Builder.

1.    Navigate to: Administration > Form Builder > Select Form > Security
2.    Tick the ‘Delete’ permission and click Save
3.    Go to Employee’s Profile > Form Hub > Select Form > Delete

If HR Professionals have ‘Workflow’ enabled for a form and need to delete it, they must first adjust the form’s permissions.

Since ‘Workflow’ cannot be active at the same time as ‘Insert’, ‘Update’, or ‘Delete’, enabling ‘Delete’ will automatically disable ‘Workflow’.

Complete the following steps:

1. Go to the form's Security settings
2. Tick ‘Delete’ and click Save
3. Navigate to the employee’s profile and delete the form:
   Employee Profile > Form Hub > Select Form > Delete
4. Return to the Security tab under Form Builder
5. Re-tick ‘Workflow’ and click Save to restore the original permission
   
   

Editing a Completed Form

To edit or update a completed form (i.e., one no longer in process), follow the same steps—but instead of ticking ‘Delete’, tick ‘Insert’. After making your changes, you can re-enable ‘Workflow’ using the same process outlined above.