Deleting Content or Form Fields

If you have a premade template or a template that you built from scratch, there may be times when you need to change some of the content or form fields inside it.

Perhaps your process has changed over time or one part of your process is no longer necessary, and you want to delete some of the details inside it.

To delete a content widget or form field from a template, you first need to be editing that template.

Users: In order to delete widgets from a template, you must be an Administrator or a Member who has been given ‘can edit’ permission by your Administrator.

Start by finding the template in your template dashboard, click the three dots next to its’ name, then click “Edit template” from the menu on the right-hand side of your screen.

Next, navigate to the task you want to delete widgets from, then click the “X” at the top right of the widget you want to delete, as shown below.

Repeat as many times as you need, for content widgets or form fields.

When you have finished making edits, click “Save changes” to apply your edits to the template.


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