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Planview Customer Success Center

Delete IM Forms

           

TIP

 See Quick Start Guide – Form Builder Customization for the context of this article. The previous article was 1h. Manage Tabs, Sections, And Fields In IM Form Designer,

           

Deleting a form does not delete the data that the form captured. But the form will no longer be available for creating new data.

FormBuilder1-768x360.png

Delete Forms

To delete a form:

  1. Go to Settings SettingsNew.png > Customization > Initiative Management (IM).
  2. Click Form Builder.
  3. Hover your mouse cursor over the form you want to delete.
  4. Click the red delete Red-Trash-Bin-Delete-Button.pngbutton.
    FormBuilder35.png
  5. Click Yes to confirm.