I would like to edit the form every week but I don't want to have the previous week's history, for example previous orders. also I would like to know how to delete orders that I used for testing purpose.
Delete redundant orders
Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an response to view the details, select the Trash status for the Move to option and click Submit. Please note that you cannot change the order status for abandoned orders. You can move redundant responses to Trash status. These responses will not be included in the Reports.
Enable Strict Privacy
You can enable the Privacy option to delete the responses in Abandoned and Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled.
Weekly order form
Instead of editing the existing form and deleting the orders each week, you can make a copy of the existing form, edit it to add the products for that week and then share the link with your users to collect orders.
Login to Neartail > List of your forms will be displayed in the Forms dashboard > click on the More option for the form you would like to duplicate > click Make a copy.
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Nov 11, 2023
Delete redundant orders Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an response to view the details, select the Trash status for the Move to option and click Submit. Please note that you cannot change the order status for abandoned orders. You can move redundant responses to Trash status. These responses will not be included in the Reports. Enable Strict Privacy You can enable the Privacy option to delete the responses in Abandoned and Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled. Weekly order form Instead of editing the existing form and deleting the orders each week, you can make a copy of the existing form, edit it to add the products for that week and then share the link with your users to collect orders. Login to Neartail > List of your forms will be displayed in the Forms dashboard > click on the More option for the form you would like to duplicate > click Make a copy.
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