{"id":7079,"date":"2024-01-05T15:32:31","date_gmt":"2024-01-05T15:32:31","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/managing-your-forms\/"},"modified":"2026-04-22T16:02:49","modified_gmt":"2026-04-22T16:02:49","slug":"managing-your-forms","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/managing-your-forms\/","title":{"rendered":"Managing your Forms"},"content":{"rendered":"<p>You can manage and organize your forms by moving them into <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a>, duplicating, archiving, or deleting them.<\/p>\n<p><em><strong><i>Users: To create, edit, or share Forms, you must be an Administrator or a <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builder<\/a> with &#8220;edit&#8221; permissions.<\/i><\/strong><\/em><\/p>\n<h3>Move your form into a folder<\/h3>\n<p>Look for your form in your Library, then click the <strong>three dots<\/strong> next to its name.<\/p>\n<p>Click &#8220;<strong>Move<\/strong>&#8221; and select the folder (or sub-folder) into which you want to move your form.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-17183\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/forms-move.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also drag and drop your form into a folder on the same page or via breadcrumbs, as shown above.<\/p>\n<h3>Duplicate or copy your form<\/h3>\n<p>To copy your form, click the <strong>three dots<\/strong> next to your form name and select &#8220;<strong>Duplicate<\/strong>&#8220;. Then select a folder to move into which you want to copy your form.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-17184\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/forms-duplicate.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Archive or unarchive your form<\/h3>\n<p>If you want to remove a form from your library but don&#8217;t want to fully delete it, you can archive it instead.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-17185\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/forms-archive.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>To view archived forms, or to unarchive them, click the <strong>three dots<\/strong> next to your folder name and select &#8220;<strong>Show archived<\/strong>&#8220;. Look for your form, then click the <strong>three dots<\/strong> next to its name. Select &#8220;<strong>Unarchive<\/strong>&#8221; and your form will become active again.<\/p>\n<h3>Delete your form<\/h3>\n<p>To delete a form, look for it in your Library and click the <strong>three dots<\/strong> next to its name, then select &#8220;<strong>Delete<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-17186\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/forms-delete.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you deleted a form but need it back, you can restore it. Go to your <strong>Organization Settings<\/strong> and switch to the <a href=\"https:\/\/brightstar.process.st\/organizations\/manage\/activity\"><strong>Activity<\/strong><\/a> tab. Search for your form or filter the view to forms and click <strong>Restore<\/strong> next to your form name.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-17187\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/forms-restore-deleted.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p><em><strong>Note<\/strong>: Only Admins can restore deleted forms.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can manage and organize your forms by moving them into folders, duplicating, archiving, or deleting them. Users: To create, edit, or share Forms, you must be an Administrator or a Builder with &#8220;edit&#8221; permissions. Move your form into a folder Look for your form in your Library, then click the three dots next to [&hellip;]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Forms","footnotes":""},"ht_kb_category":[483],"ht_kb_tag":[477],"class_list":["post-7079","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-forms","ht_kb_tag-forms"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":4,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7079\/revisions"}],"predecessor-version":[{"id":9855,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7079\/revisions\/9855"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7079"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7079"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}