As an administrator, you cannot delete a form in WorkBright. This is by design, though, to prevent accidental data loss.
WorkBright’s engineering team can delete a form on your behalf, but if they do, ALL submissions of that form are deleted permanently. If you are new to WorkBright and have no employee data in your account, this is a risk-free time to request form deletion.
To request that a form be deleted, simply email support@workbright.com and provide us with
The name of the form you wish to remove from your account,
Your written understanding is that removing that form will permanently delete all submissions of that form
What If I Want to Remove a Form, But Not Lose All the Submissions? Can I “Archive” It?
You can either take the form out of circulation or, if the number of submissions is small enough, download the submissions before requesting that WorkBright engineering delete the form.
Option 1: Archive individual Form.
This is our preferred recommendation for removing a form from circulation.
Go to the Forms page found when you access the Onboarding page from the navigation bar. The Forms page is found on the left-hand navigation bar.
Select the Form that you would like to archive. Go to the far right side of the row of the Form you want to archive and click the dropdown. There, you will see the “Archive” option.
When you click “Archive,” you will see a confirmation screen to ensure you want to take this action. If you are sure and want to proceed, you can click the “Archive” button. If you decide you do not want to proceed, you can click “Cancel”, and the confirmation will close automatically.
Once you click “Archive,” the confirmation will close automatically, and a pop-up will appear at the top of your screen confirming that you have archived the form.
Note: Archiving a form is a final action; there is no "un-archive" feature in the system. While any submissions currently pending will be lost, all accepted completions are safely preserved in the individual's personnel record, appearing just as they would if the form had simply been unassigned.
Option 2: Taking a Form Out of Circulation (Archiving) Using Groups
If you want to have access to the archived form to bring it back into circulation, this may be a better option.
Step 1: If one does not already exist, create a group for Test/Archived/Inactive forms by going to Settings > Groups > +New Group. If that group already exists, proceed to Step 3.
Step 2: Name the group whatever you would like, as this is where you will assign those forms later.
Step 3: Next, move the form(s) in question out of any existing groups, and add them to the Archived/Inactive group by editing the form and selecting/deselecting groups here
For anyone who was previously assigned the form but did not complete it, the assignment will be removed from their list.
For anyone who completed the form previously, though, their submission will remain in their personnel file under “Other Forms on File.”
Going forward, you’ll simply want to not put any people in the Archived/Inactive Forms group.
Option 3: Download the submissions
Download the submissions one by one, or via the bulk actions tool, move them to Supplemental Files, and then send a deletion request to WorkBright.