How to create form where multiple users edit or complete section of form?

  • terrimsan
    Asked on February 13, 2017 at 11:59 AM

    Can a form be created so one person submits and then another person completes its once they receive the submitted form. Does the person to edit the form need to be a user in JotForm?

  • Ashwin JotForm Support
    Replied on February 13, 2017 at 1:12 PM

    Hello terrimsan,

    Yes it is possible to achieve your requirement by taking advantage of a combination of our "Conditions", "Auto-responder" and "{edit-link}" features.

    I would suggest you to please take a look at the following thread where I have explained this workaround step by step:  https://www.jotform.com/answers/401633

    Do try it out and get back to us if you have any questions.

    Thank you!

  • terrimsan
    Replied on February 13, 2017 at 1:45 PM
    In the below it states admin/user. Does this mean the person filling in the second section has to be a JotForm user?
    [cid:image001.png@01D285FC.972F2DB0]
    The form I want to use will be complete by two different people who both do not have user access to Jotform.
    Thank you,
    Terri Sannasardo
    FRA Records & Compliance Asst.
    Conrad Yelvington Distributors-CNYX
    2328 Bellevue Ave.
    Daytona Beach, FL 32114
    Office: 386-257-5504 Ext 131
    Fax: 386-267-1340
    Mobile: 386-481-0393
    Email: terri.sannasardo@cydi.com
    ...
  • AIDAN
    Replied on February 13, 2017 at 3:10 PM

    Hi,

    Please note that the person filling those sections does not need a JotForm account. They would be receiving links to edit the submissions and that is how they get access.