Deactivate or reactivate a custom form
You can reactivate or deactivate a custom form. We recommend deactivating custom forms rather than deleting forms you no longer use to retain historical data.
Access requirements
You must have the following to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Deactivate a custom form
You can deactivate custom forms you no longer use without losing their associated historical data. Users can’t add an inactive custom form to objects, but they can still view and add data to its fields on objects where it was already attached.
Fields on an inactive custom form are also still available to inline-edit in a View. If a user adds a field from an inactive custom form during an inline edit, the form attaches to the object automatically, even though the custom form is deactivated.
To deactivate a custom form:
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Click the Main Menu icon
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In the left panel, choose Custom Forms.
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In the Forms area, select the custom form you want to deactivate.
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In the Is Active column, choose False and click out of the column. The form is no longer active.
Reactivate a custom form
If you reactivate a custom form, it retains the settings it had before and users can interact with it as if it was never deactivated.
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Click the Main Menu icon
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In the left panel, choose Custom Forms.
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In the Forms area, select the custom form you want to reactivate.
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In the Is Active column, choose True and click out of the column. The form is now active.