In BoldDesk, you can manage the lifecycle of a Web Form from the Web Forms module by activating, deactivating, or deleting it.

• Deactivate a Web Form when you want to stop using it without removing it permanently.
• Activate a Web Form when you want to restore a previously deactivated form.
• Delete a Web Form when you want to permanently remove it from BoldDesk.

Prerequisite

To activate, deactivate, or delete a Web Form, the agent’s role must include the Manage settings permission.

Deactivate a Web Form

Use this action when you want to remove a Web Form from active use without permanently deleting it.

Steps to deactivate a Web Form

1. Open Web Forms.

2. On the Web Form you want to deactivate, click the more options (three-dot) icon.

3. Select Deactivate.

4. In the confirmation dialog, click Yes, Deactivate.

   
   
   

Activate a Web Form

Use this action when you want to restore a Web Form from the Inactive category and make it active again.

Steps to activate a Web Form

1. Open Web Forms.

2. Select the Inactive tab.

3. On the Web Form you want to activate, click the more options (three-dot) icon.

4. Select Activate.

5. In the confirmation dialog, click Yes, Activate.

   
   
   

Delete a Web Form

Use this action when you want to permanently remove a Web Form from BoldDesk.

Steps to delete a Web Form

1. Open Web Forms.

2. On the Web Form you want to delete, click the more options (three-dot) icon.

3. Select Delete.

4. In the confirmation dialog, click Yes, Delete.

   
   
   

Frequently Asked Questions

1. What happens when I deactivate a Web Form in BoldDesk?
   When you deactivate a Web Form, BoldDesk removes it from the active list and moves it to the Inactive category. The Web Form is not deleted and can be activated again later.

2. Can I activate a Web Form after deactivating it in BoldDesk?
   Yes. You can restore a deactivated Web Form by opening the Inactive tab in the Web Forms module and selecting Activate from the more options (three-dot) icon.

3. What happens when I delete a Web Form in BoldDesk?
   Deleting a Web Form permanently removes it from Web Forms. After deletion, the Web Form is no longer listed in BoldDesk.

4. What permission is required to activate, deactivate, or delete a Web Form in BoldDesk?
   The agent’s role must include the Manage settings permission to perform these actions.