Delete a Form Dashboard

Purpose

A Form Data Dashboard is the mechanism used in VisualVault that allows users to display multiple records of form data and then allow them to view, update, or modify data for a selected Form ID Card or Form data instance. It can be an administrative tool allowing owners of the form to view a combination of:

• The form metadata (Form ID, create date, modified date, status, etc.) and the Field level data or
• It can be a tool giving users in the business process data that they need to get their work done. 

It is recommended that the Form ID or Edit links be used as a way to navigate to the actual form. 

• Users may also utilize the right-click accessible context menu to navigate to the form.  

Multiple dashboards may exist for any given form template and its instances. Users may also be restricted to only viewing the data from Form Dashboards depending upon permissions and the columns displayed in the published dashboard.

This article will review how to delete a form dashboard.

Steps to Delete

To delete a form dashboard:

1. As an Owner to the dashboard or a VaultAccess member, navigate to the Form Data Dashboard Administration. 
2. Select the checkbox next to the desired template and then use the Delete button.  
3. In the confirmation message that appears, use the Ok button to delete.