How to remove forms in My Forms list Folders

  • salesoperations
    Asked on February 2, 2017 at 9:01 PM

    I can no longer remove any of the folder tags from any forms.  I used to be able to click on the "X" of the folder name to remove a folder tag but it doesn't work and if there are 2 folder tags, when trying to remove one tag, it duplicates the second folder every time I click.  

  • jonathan
    Replied on February 3, 2017 at 12:14 AM

    I was able to see the problem also when I checked on the My Forms list. I could not remove the form in Folder name by clicking the 'x' icon.

    How to remove forms in My Forms list Folders Image 1 Screenshot 40

     

    The workaround that you do is like this...

    How to remove forms in My Forms list Folders Image 2 Screenshot 51

     

    #5

    Click on the APPLY button while the Folder name was unchecked. This will save the option and will remove the forms within the folders.

    How to remove forms in My Forms list Folders Image 3 Screenshot 62

    Let us know if this did not work for you.

     

     

     

     

  • salesoperations
    Replied on February 6, 2017 at 1:45 PM
    The fix outlined below is not working. The folder name still appears on the form even after unchecking the folder and clicking on APPLY.
    Louise Mickelson | SANMAR
    Projects, Communications & Operations Supervisor | Sales Operations
    22833 SE Black Nugget Road, Suite 130
    Issaquah, WA 98029
    Direct 206-727-6438 | Fax 206-727-3312
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    ...
  • Kevin Support Team Lead
    Replied on February 6, 2017 at 2:50 PM

    When you do this the page will not be reloaded nor the folder refreshed, could you please try reloading the page after you un-check a form from a folder? 

    This should work as per my tests. Also, if the problem persists, please let us know which forms are you trying to remove from which folder, we will be glad to test directly on your end in order to find if this is an isolated issue with your account.