cancel
Showing results for 
Search instead for 
Did you mean: 

Delete Forms from Performance Completed Folder

straynor
Participant
0 Kudos
1,228

Hello, it is possible to configure a PM template to allow a user to delete a form from their Performance Inbox. A trash can icon would display in Actions column.

straynor_0-1694376909818.png

 

I am also able to delete from within the form.

straynor_1-1694376944832.png

 

Once the form is completed, the Completed folder does not have the delete icon.  Is that standard behavior?

straynor_2-1694376993330.png

And opening a completed form, there also is no action to delete the form.

straynor_3-1694377039594.png

If this is not possible, are there other ways to allow a user to delete a form without giving them access to the Delete Document action? 

If  Delete Document access is given, would a user be able to delete any PM form or just forms where they were part of the route map?

 

Thank you.

Accepted Solutions (0)

Answers (0)