Cancelling Forms


Before you can cancel a form, you need:

  • Full access to the Forms module.

  • Send access to the related form type.

  • The form must have been initiated by your company.

To cancel a form:

  1. Select the form and click the cancelicon..

  2. Click Yes to confirm the form cancellation.


  3. Enter a reason for cancelling the form and Click Yes.

  • 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 in the Register.

Form Cancellation – Permissions

Administrators control the global settings for who can cancel a form via the forms tab within project settings.

The options are:

  • Administrators (includes primary, additional and company administrators).

  • Company users.

  • Form initiators.

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