💡 This functionality is only available to Administrators, Chat Supervisors, and Chat Admins.
When a form is locked, editing and deleting is restricted to only the users and/or groups specified on that form.
🔎 Identifying locked forms
In your Forms list, you may see a mix of forms you're locked into and forms you're locked out of. On any form you're locked out of, the edit and delete options will appear unavailable - that's the locked state in action.
🔐 How to lock a form
There are a couple of ways to lock a form:
Three-dot menu: From the Forms list, click the three-dot menu on any form and select the lock option.
Form Actions: In the form builder, click the Actions button and select Lock Form.
Mass Actions: Select one or more forms and apply locking in bulk.
If you select a form you're currently locked out of within Mass Actions, an additional confirmation modal will appear to let you know.
💡 Admins can be locked out of a form. If you want administrators to be able to edit or delete your form, make sure to add the group in the options
🔓 Unlocking & editing locks
If you have permission to the form, you can unlock or edit an existing lock from the same places, the three-dot menu or Mass Actions, as long as you are locked into that form and have the appropriate user level.
Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.