How can I send the edit link to my customers from the existing submissions?

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    oldmonk7
    Asked on March 10, 2017 at 07:09 AM

    What can I do to send this edit link to all the listing I have in the database?

    e.g. I have 50 customers and I want to send everyone there edit link to verify, how can I send everyone in at once.

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    Kiran
    Answered on March 10, 2017 at 07:21 AM

    Unfortunately, there is no inbuilt function to send the edit link to the existing submissions. You may export the submissions to Excel or generate an Excel report from Reports section and then use Mail merge feature in Microsoft office to send the edit link of the submission. Please take a look at the following article that can help you with Mail merge.

    https://support.office.com/en-us/article/Mail-merge-using-an-Excel-spreadsheet-858c7d7f-5cc0-4ba1-9a7b-0a948fa3d7d3

    Thank you! 

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    zlot2017usa
    Answered on April 08, 2017 at 02:04 PM

    That function would be very handy as we quite few users and we will be expanding existing form to collect additional data.

     

    Is there a selfserv function where a user can enter e.g. email address and obtain an edit form link by themselves?

    Thanks!

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    Kevin_G
    Answered on April 08, 2017 at 10:11 PM

    I think you could create a grid listing report, this will allow users to search in the submissions using their email address, you could also show only the needed info as well as the edit link, then when your users find their submission they could simply edit it through the link. 

    Here's a guide that will help you to create the grid listing report: https://www.jotform.com/help/105-How-to-Create-a-Grid-Listing-Report 

    Here's an example about this report: https://support.jotform.com/grid/63105327764051 

    Hope this helps.