I need to send a link of the form to several agents who in turn will send the link to their client to be completed and submitted back to the agent th

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    SGBaker
    Asked on August 10, 2017 at 02:48 PM

    Hi, I need to set up my 'artist' selection for that i created using your software so that it can be submitted back to the sender. IE.. i will send the link to the form to an Agent and when they send the link to a client the form is then completed and submitted back to the agent. I will need to do this for several Agents. 

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    Kevin_G
    Answered on August 10, 2017 at 03:21 PM

    I think you could create a custom link in order to know the agent that will receive the email. 

    For example, you may add a flag field to your form and fill it with a number, which will indicate the agent number. 

    On the screenshot below, I added a short text entry field that will be pre-filled with  the agent number: 

    I will fill that field through the form's link, so it looks like this: https://form.jotformpro.com/72215502870955?agentNumber=1 

    This guide will help you pre-populating form fields: https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters 

    Now, based on the agent number you could send the email, you could even set up different email templates for each agent. 

    This guide will help you changing the emails recipients based on conditions: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer 

    Once you have set the conditions and shared the custom links the defined agent will receive the email notifications, so agent 1 will receive all those submissions sent using his custom link. 

    Please give it a try and let us know if you have any question, we will be glad to help you. 

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    SGBaker
    Answered on August 10, 2017 at 05:43 PM
    Many thanks I will try it tomorrow.
    So once I have sent the custom link
    to the agent it would be for the agents
    use without any further intervention from me.
    Well that's the plan at least.
    Regards
    Steve
    Sent from my iPhone
    ...
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    Kevin_G
    Answered on August 10, 2017 at 05:55 PM

    Yes, you will not need to do anything once the custom links have been shared, the emails will be conditionally sent to the proper agent. 

    If you have any question, let us know.