As an Apricot Administrator, you may occasionally need to remove a field from one of your organization's published forms. Perhaps the field is no longer necessary to report on, or you want to replace it with a new field.
Deactivating a field makes it unavailable for data entry and prevents reporting on its data while preserving any historical data that was previously collected in that field. This allows you to maintain data integrity while updating your form to meet your organization's changing needs.
Follow the steps listed below to learn how to deactivate and reactivate form fields.
Step 1: Edit the form
In the Administrator tab, expand the Form Designer category of the navigation bar and select "Standard Forms". On this page, hover over the Actions menu next to the form you want to work with and click "Edit".
Step 2: Edit the field's properties
Locate the field you want to deactivate, then click the gear icon in the field's box to open its properties.
Select "Deactivate" at the bottom of the pop-up window and the field will disappear from the form section.
Note: If the field is referenced in any form rule, you'll need to delete all conditions and actions that include the field before you can deactivate it. To learn more about form logic, click here.
Step 3: Publish the form
To ensure the field is no longer available for data entry, select "Publish Form" in the Form Actions palette to make the newest version of the form available to users.
Step 4 (optional): Reactivate a field
Inactive fields can be reactivated at any time and made available in forms and reports again if you wish.
To view inactive fields in a form, check the "Show/Hide Inactive Fields" box at the bottom of the Form Actions palette.
Each form section that contains an inactive field will display an "Inactive Fields" area at the bottom of the section. To reactivate a field, click and drag it above the "Inactive Fields" text within the same form section.
Publish the form once again to make the field visible to users when completing records and building reports.