Archiving forms helps keep your workspace arranged without permanently deleting valuable records.
If a project has finished, or if your Register View becomes cluttered with too many forms, you can archive forms to remove them from the main view and store them in the archived section.
To archive a form, follow the following steps on Dashpivot Web:
Go to the relevant folder or subfolder.
Navigate directly to the form/s you wish to archive.
Select the 'Archive' button. On mobile, select the three dots and 'Archive'.
Permissions determine who can archive forms:
Org, Project, and Team Members can only archive/restore/delete the forms they personally created
Org, Project, and Team Controllers can archive/restore/delete any form in the workspace
Archived forms are hidden from your active list but remain fully accessible. You can view them at any time by toggling to the Archived tab, and all associated records remain intact.
⚠️ Important: We strongly recommend you do not delete forms. Deletion permanently removes all records and associated analytics references, which may not be recoverable. Archiving is the safer option, ensuring your records stay available if needed.