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Archive forms (Beta)

Workstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.

In the Workstream US app, you can archive forms that are no longer needed. Once archived, the form can’t be assigned to new team members, though any existing tasks using it will remain active until completed.

Archived forms can be viewed anytime from the Forms page, using the ⋯ menu and selecting Archived.


Here's how to archive forms:

  1. Open the Workstream US app.

  2. Tap More in the bottom tab bar, then tap Form. If Form is pinned to your tab bar, tap it there instead.

  3. Find and tap the form you want to archive.

  4. Tap the 🗑️ trash icon at the upper-right corner. This is available if you have permission to manage forms.

  5. In the Archive form? window, tap Archive. You'll see a message confirming "Form archived successfully!"

  6. To view your archived forms, go back to the forms home page.

  7. Tap the ⋯ menu, then Archived.

    Archive forms.gif

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