ATLAS FormBuilder - Deleting Phase Permissions

This document explains how to delete existing phase permissions from a FormBuilder form.
For a video tutorial, check out
 


It can be beneficial to delete a phase permission from your form in certain circumstances, whether you wish to remove an accidentally-added section from a specific phase, or to remove view/edit permissions for a specific user or users in one fell swoop.

To delete an existing phase permission... 

Step 1 - Navigate to your form's dashboard and select View/Edit Phases in the Quick Links section OR select Phases in the Data Collection and Form Lifecycle section.

The dashboard of a form. The "View/Edit Phases" button under Quick Links and the "Phases" button under Data Collection & Form Lifecycle are highlighted.

Step 2 - Locate the phase in which the phase permission(s) you wish to delete is housed. Click the gear icon next to that phase.

The phase list on the Phases page of a form. The gear icon next to one of the phases in the list is highlighted.

Select Edit Phase/Permissions from the dropdown menu that opens.

 The phase list on the Phases page of a form. A phase's dropdown menu has been unrolled, and the "Edit Phase/Permissions" option is hovered.

Step 3 - A new section will appear on the right side of the page, containing two tabs. Click the rightmost tab labeled Permissions.

The edit window of a selected phase in the Phases page of a form. The window's Permissions tab is highlighted.

Step 4 - You will be presented with a list of every current phase permission in the selected phase. Locate the phase permission you want to delete, and click the red trashcan button next to it.

All the phase permissions that you have set up for that phase of your form will be displayed.  Find the phase permission you want to delete and select the red trash icon next to it.

The phase permission list of a selected phase in the Phases page of a form. The delete button next to one of the phase permissions is highlighted.

Step 5 - A confirmation message will appear to verify that you wish to delete the selected phase permission. Select the OK button to confirm the deletion.

The browser dialog window that opens when attempting to delete a phase permission. The "OK" button is highlighted.

Step 6 - Once you're finished making changes, click the Save button at the bottom of the section. Your deletions should take effect immediately!

The phase permission list of a selected phase in the Phases menu of a form. The "Save" button at the bottom at the window is highlighted.


For more tutorials on ATLAS FormBuilder, visit FormBuilder - Homepage.



Keywords:
atlas, formbuilder, support, delete, phase, permissions, data, collection, review, approval, archive, edit, add, groups 
Doc ID:
80505
Owned by:
Beckett A. in University of Illinois LAS
Created:
2018-02-27
Updated:
2025-05-29
Sites:
University of Illinois Liberal Arts and Sciences