Form definition instance archival

Use this feature to archive all the form instances for a form definition

Last published at: May 2nd, 2024

This function archives all the form instances for a selected form definition. 

Select the Form from the list with a few instances on the Form Definitions page. Then, click on the Utils—Archive Instances menu option, as shown below. 

 

The Archive Instances popup window appears for confirmation. You can click OK to proceed. 

 

All the form instances specific to the definition are archived. The Used By Instances column is reset to zero, as shown below. 

 

You'll need to navigate to the Administration - Archive page. Then, select the Archive - Form Instances menu option. The Archived Form Instances page displays all form instances across all the form definitions. You can use the search box to narrow the list by the definition name below.   

 

Select the archived form instance from the list and click the Remove - Selected menu option to remove it permanently. Alternatively, use the ALL menu option to clear all the form instances in the list.  

 

Select the archived form instance from the list and click the View - Render menu option to display the form design in a new tab. 

 

Select the archived form instance from the list and click the View-Settings menu option to view the Archive Settings in a new tab. 

 

The Archival Settings page is rendered as shown below.