How to Delete a Webform (Widget)
Overview
This article provides the essential steps and requirements for permanently removing an unused Webform (Widget) from your account. Deleting unused widgets helps maintain an organized lead-capture workspace and ensures system efficiency. A widget must be disabled and all mandatory dependencies resolved before you can permanently delete it.
Permissions Needed
Module | Permission Name | Description |
Webforms (Widgets) | Template Manager > Delete Widgets | Allows you to remove widgets from the account. |
Step-by-Step Instructions
Step 1: Access the Widget Management page. Go to Template Manager > Manage Website Widgets from the navigation menu.
Step 2: Disable the Widget. Locate the target widget and toggle the status switch to OFF (if it is currently enabled). A toast message will confirm that the widget is disabled.
Step 3: Access the Delete Option. Hover over the disabled widget, click the vertical three dots icon (⋮), and from the menu that appears, select Delete.
Step 4: Resolve Mandatory Dependencies. If the widget is linked to features such as Automations, User Allocation Logic, or Webhooks, etc., a sidebar will appear. You must manually remove these mandatory associations. Use the View Details button to navigate to the relevant configuration and clear the dependency link.
Step 5: Handle Non-Mandatory Dependencies. The sidebar will also show non-mandatory dependencies (e.g., Saved Views, etc.). These do not require manual removal for deletion, but note that the feature relying on the deleted widget (like a Saved View) will fail to return the desired result or may show an error upon execution because the referenced widget no longer exists.
Step 6: Confirm Deletion. Once all mandatory dependencies are cleared, type DELETE (case-sensitive) in the input field to enable the final Delete button.
Step 7: Finalize Deletion. Click the Delete button. A success message will appear, and the Webform (Widget) will be permanently removed from your account.
Points to Keep in Mind
- Disabling is Required: The widget must be disabled (Status OFF) before the Delete option becomes available.
- Mandatory vs. Non-Mandatory: Only Mandatory Dependencies (e.g., in Automations) block deletion and must be manually cleared. Non-mandatory dependencies (e.g., Saved Views) are not required to be cleared, but note that the feature relying on the deleted widget will fail to return the desired result or may show an error upon execution.
- Case Sensitivity: The confirmation word DELETE must be typed exactly as shown to proceed with the final step.
Conclusion
You’ve successfully deleted a widget. By taking this step, you maintain a clean, organized workspace and ensure your lead generation process remains manageable and efficient. This proactive management allows you to continuously optimize your lead-capture strategy.
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