Resolve template in-use protection
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Archive/deactivate or retain templates that existing requests reference; the controller rejects deletion.
Where to goAdmin Area → Client Discovery Portal → Form Templates
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Archive/deactivate or retain templates that existing requests reference; the controller rejects deletion. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Admin Area → Client Discovery Portal → Form Templates.
- Find the record, endpoint, field or action used to resolve template in-use protection.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options
Workspace or endpointAdmin Area → Client Discovery Portal → Form Templates
PurposeArchive/deactivate or retain templates that existing requests reference; the controller rejects deletion.
Rules and limits
- The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
- Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.
Check it worked
- The resolve template in-use protection workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Related guides
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