Transaction Form? Is it possible to create a search to show if / when a custom transaction form was last used? And or the pdf or email template. We have an awful lot of both and I would like to inactivate all but the ones actually in use

You can see the custom form used in a transaction saved search by adding 'Custom Form' in the results. There are probably different ways you could approach this, but one way could be by having 'Date Created' and 'Custom Form' in the results. Then, in the results you could Group the Custom Form and do MAX for the Date Created. It should then show the last date transactions were created for each of the forms.

Thank you 🙂

Should note - this will only work for any non-temporary forms.