Archiving a form on Dashpivot helps keep your workspace organised by removing completed or outdated forms from the main view without deleting the data permanently. Archived forms are stored in the Archived tab where they remain accessible and can be restored later if needed.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission:
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
Skills Required: Dashpivot
Device Type: Computer or mobile
Subscription: Dashpivot
Step-by-Step Instructions
Go to the relevant folder or subfolder that contains the form you want to archive.
Navigate to the template where the form is saved.
Locate the specific form you wish to archive.
Choose one of these methods to archive the form:
Timeline View: Select the form, open it, then click Archive.
Register View: Toggle to Register View, select the form, and click Archive.
Mobile: Tap the three dots (⋮) next to the form and select Archive.
To bulk archive multiple forms:
Select the checkboxes next to the forms you want to archive, or tick the top-left checkbox to select all.
Click Archive.
Restore forms (single or bulk):
Go to the Archived tab.
Select one or multiple forms using the checkboxes.
Click Restore to return them to the active list.
Notes
Archived forms are hidden from the active list but remain fully accessible in the Archived tab.
It is strongly recommended not to delete forms, as deleted forms may not be recoverable. Archiving preserves records while keeping your workspace clean.