Cancelling a Form

VIDEO | Cancelling A Form

To be able to cancel a form the User needs: Full access to the Forms module; Send Access to the Form Type; and for the Form to have been initiated by their company.

  1. From the Forms register select the relevant Form and click the Cancel button above the register.

  2. Provide a reason for cancelling the Form.

  • Once the Form is cancelled Form access is removed and it will be removed from the register.

  • The Form can still be filtered and retrieved via the Reports or Advanced Filter options on the Register.

Form Cancellation – Permissions

Administrators control the global settings for who is able to cancel a form via the Forms Tab within Project Settings.

The options are:

  • Administrators (includes Primary, Additional, and Company Administrators); and/or

  • Company Users; and/or

  • Form Initiators.

  • To be able to cancel a form the User needs: Full access to the Forms module; Send Access to the Form Type; and for the Form to have been initiated by their company.

  • For existing projects (prior to 5.29), all three options for cancelling forms will be ticked.

  • For new projects, only the Administrators option will be ticked.