Overview
Auto-Archive Draft Forms allows company administrators to automatically move inactive draft forms into the Archived tab after a set number of days. This helps keep the Submitted Forms list clean and reduces clutter caused by abandoned or mistakenly started drafts.
This feature applies only to forms that remain in Draft status. Forms that have been submitted for review or marked as complete are not affected.
What Is a Draft Form?
A Draft form is a form that has been started by a worker but not submitted.
Common scenarios include:
An incorrect form opened accidentally
A form started but never completed
Once a worker submits a form, its status changes (for example, to Review Required or Completed). At that point, it is no longer a draft and will never be auto-archived by this feature.
How Auto-Archive Draft Forms Works
A Company Admin sets a number of days (whole-day increments)
If a draft form is not opened within that time period, it is:
Removed from the Submitted Forms list
Moved into the Archived tab
Drafts can be restored from Archive at any time if needed
The setting applies company-wide
Example:
If auto-archive is set to 14 days, any draft form that has not been opened for 14 days will automatically move to the Archived tab.
Who Can Configure This Feature?
Only Full Access users (ie. Company Admins) can enable or manage Auto-Archive Draft Forms
Enabling Auto-Archive Draft Forms
Step-by-Step Setup
Click your name in the top-right corner of Salus
Select Company Settings from the dropdown menu
In Company Settings, locate the horizontal tab menu
Click Auto-Archive Drafts
Click the blue Auto-Archive Inactive Drafts button
In the Auto-Archive Drafts Settings popup:
Enter the number of days a draft can remain unopened
Click Save
What Happens After It’s Enabled
Once enabled:
Draft forms that are not opened within the configured timeframe are automatically archived
No notifications are sent when drafts are archived
Auto-archiving continues until the feature is turned off
The Auto-Archive Drafts page will display:
The name of the admin who last updated the setting
The number of days configured
The date and time of the last update
Changing or Turning Off Auto-Archive Draft Forms
If auto-archive is already active:
Go to Company Settings → Auto-Archive Drafts
Click Change Settings
In the popup:
Update the number of days or
Click Turn Off to disable auto-archive entirely
Restoring Archived Draft Forms
Archived draft forms can be restored at any time
Restored drafts return to Draft status and appear in the active forms list
Once restored, the auto-archive timer resets and is based on the next time the form is opened
Best Practices
Set a timeframe that balances cleanup with flexibility (e.g., 14–30 days)
Communicate the change to field teams so they understand drafts may be archived
Encourage users to submit or intentionally discard incorrect drafts promptly
Troubleshooting & FAQs
Was my form deleted?
No. Draft forms are archived, not deleted, and can be restored.
Do users receive notifications when drafts are archived?
No. Once enabled, drafts are archived automatically without notifications.
Does this affect submitted or completed forms?
No. Only forms in Draft status are affected.
Is this per project?
No. Auto-Archive Draft Forms is a company-wide setting.