• CREATING AND MANAGING FORMS • SETUP GUIDE

How to Archive or Delete a Form

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Archive a Shopify registration form to retain it, or delete it when you no longer need the form and have preserved required records.

Before you begin

Identify the form by both its internal name and slug before making changes. Check where that slug is used on your storefront, and review dependent rules or mappings before removing questions.

Choose archive or delete deliberately

Archive is appropriate when you want to retain a form but stop using it for new applications. Delete is for a form you no longer need and should be treated as permanent. Export required information and replace affected storefront blocks before deletion.

A theme block containing the retired slug will not automatically select your replacement form. Change that block explicitly. Deleting a form should not be assumed to remove Shopify customers or companies created by earlier approvals.

Set up this workflow

  1. Open Forms and identify the form by its name and slug.

  2. Export any required application records before making an irreversible change.

  3. For a retained but inactive form, open it and choose Archived, then save.

  4. For permanent removal, use the form’s Delete action and review its confirmation.

  5. Remove or replace storefront blocks that reference the old slug.

  6. Visit the affected page and confirm customers are directed to the correct active form.

Example

Create a disposable form named Retired Demo, add it only to a test page, and export any records before archiving or deleting it. Replace its block slug with an active form.

Expected result

The test page points to a working form and no longer relies on the retired one.

Limits and important behavior

  • Deletion should be treated as permanent.
  • Do not assume that deleting a form deletes Shopify customers or companies already created.
  • Archive when you may need the form again.

Troubleshooting and verification

If a page stops showing its application form after archiving, inspect whether its block still uses that form’s slug. Replace or remove the placement intentionally. Export the application data you need before deleting records, and review any deletion confirmation.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Archive or Delete a Form” after completing the setup. Show the controls used to open Forms and identify the form by its name and slug. Add a second screenshot showing the result of this check: Visit the affected page and confirm customers are directed to the correct active form. Use dummy applicant details and mask any secrets.

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