Delete a form

Overview
Deleting a form affects processes and tasks created from it. Before deleting, make sure the form is not used in active workflows and that there is no critical data you need to keep.

Step by step

1. Make sure the form is not used in an active workflow, or temporarily disable the connection.
2. Check whether there are tasks created from the form:
   • active,
   • completed,
   • archived (if applicable).
3. If you need the data for reporting, save/export it (if available).
4. Open the form and choose “Delete”.
5. Confirm deletion.
6. Verify the form is removed from the list and users can’t create new tasks from it.

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Screenshot: the “Delete” button and deletion confirmation.