Archive Custom Forms

Archive unused custom forms to remove them from the Custom Forms list while keeping historical data available for reporting. Archiving helps prevent forms from being selected for use in programs or automation.

 

What to expect

  • You can archive forms individually or in bulk using Take action in bulk.

  • You cannot archive forms that are in use or assigned to a program, including draft programs.

  • You can archive only published forms.

  • Archived forms are unavailable for default program forms, workflow levels, or automation rulesets.

  • Historical submissions and reporting remain unchanged after you archive a form.

 

How to archive forms

  1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. After signing in, select Program Setup, and then select Custom Forms.

  3. Select the ellipsis next to the form you want to archive and then Archive form.

    Tip: To archive multiple forms, select Take action in bulk, and then select Archive forms. Select each form you want to archive, and then confirm.

  4. When prompted, confirm that you want to archive the selected form.

After you archive a form, the system appends (archived) to the form name and removes it from the Custom Forms list.

 

View archived forms

In Custom Forms, use the Include archived form filter to display archived forms. Search for the form name and identify the (archived) label.

 

Reactivate archived forms

  1. In Custom Forms, display archived forms by selecting the Include archived form filter.

  2. Select the ellipsis next to the form you want to reactivate, and then select Unarchive form.

    Tip: To reactivate multiple forms, select Take action in bulk, and then select Unarchive forms. Select each form you want to reactivate, and then confirm.

  3. When prompted, confirm that you want to reactivate the selected form.