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Deleting Unity Forms

Rochelle_Petts
Star Contributor
Star Contributor

Does Hyland plan to provide a more complete way to delete Unity Forms? I understand that unnecessary forms can be hidden from view with Forms Visibility, and while that solution is sufficient for end users, it is not for forms designers.

We end up with a lot of junk templates to work around. I have two templates that were named exactly the same because I had to do a complete redesign of the form and we have a specific convention for document types names. I figured I would just delete the old template, but I cannot find a way to do it. I also have a test template created by our reseller - he probably didn't realize that it cannot be removed. And my test system has several junk templates that it would be nice to clean up.

If there is not an SCR for this functionality yet, then I would like to request one - unless I just don't know how to accomplish this. In that case, please advise. Thanks for your help.

15 REPLIES 15

Justin_Fandl
Content Contributor
Content Contributor

Rochelle,

Currently there is an Enhancement that does request this functionality (allow for a Unity Form Template to be deleted). The SCR # is 121611. If you would like to be added to this SCR please contact your first line of support.

Thanks,

That functionality would be very helpful. We have several test forms and first versions of some updated processes that are no longer used. It is confusing sometimes for the end user in form selection.

Thanks,

Steve Shouse

Sr. PA/Murphy-Hoffman Company

Hi Steve,
I do not see your organization on the SCR - please contact your first line of support and asked to be added to SCR # 121611, as it will help us prioritize features for future releases. If your users are having trouble with forms showing up that are no longer used, don't forget you can use the "form visibility" feature in the designer to remove user groups that no longer need access to the form. That will hide the template from end users when they go to fill out forms in the Unity Client or Web Client.
Regards,
Carolyn Kane

Sakhr_Mohammed
Confirmed Champ
Confirmed Champ

Please add me to this SCR,