Manage Forms

Overview

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

Read more about forms in PlanRadar and how they relate to tickets in Forms.

How to access Forms

1. Click Forms and Lists

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

You cannot delete a form that is used for tickets in any project.

To delete a form:

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