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Add/Remove Site-Specific Forms to/from a Site

Use this when you need a specific form to appear, or stop appearing, for just one site. This is useful when different sites within the same company have different form requirements.


 

What this means

  • A site-specific form is only available on the sites you assign it to.
  • Removing a form from a site stops it showing for that site (without deleting the form template).

 

When you’ll use this

  • You need one site to use an extra form (for example, a project-specific checklist).
  • You need to stop a form being used on a particular site, but keep it available for other sites.

 

Step-by-step

     

    Note:
    If the required form has not already been created, the user can create a new form.


     

    Common issues

    The form section is missing in Site Settings.

    This usually happens when the user does not have the right permissions to manage site configuration.

    What to check

    • Confirm the user is a Company Host with full permissions (or equivalent admin access for managing site settings and forms).

    What to do

    • Ask a company admin to update the user’s permissions, then try again.

    The form still appears after removing it

    Sometimes the page is cached, or the user is looking at a different site.

    What to check

    • Confirm the correct site is selected and refresh the browser.

    What to do

    • Refresh the page, then re-check the site’s assigned forms list.


     

    Why this matters

    • It keeps each site compliant by ensuring the right forms are available in the right place.
    • It reduces confusion for site teams by removing forms they don’t need.

     

    Need help?

    If you can’t see the Forms section in Site Settings or you can’t add or remove forms, contact your company administrator to confirm your permissions, or contact the Breadcrumb support team for assistance.

    If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.