How to create form to be partially filled by two different users?

  • Profile Image
    pitchbox
    Asked on September 05, 2017 at 05:59 AM

    Hi !

    Long time fan, first time emailer. 

    I have an idea for a form that would make life easier for me and my clients. 

    I want to create a "Request for Information" form.

    This form would be a template, that is first completed by my staff, then emailed to the specific client it relates to, who then fills in their answers and sends it back.

    In other words, this form is "filled out" twice.

    The first person who fills it out nomiates what kinds of information they want from the second person - then either attaches it to an email OR nominates an email address after completing the form 

    The second person, our client, then fills in the form and clicks submit, which emails it back to my team.

     

    Is this possible to do in Jotform?

  • Profile Image
    ashwin_d
    Answered on September 05, 2017 at 07:38 AM

    It seems you require a workflow based form where the form is submitted by one user and then it is forwarded to second user.  The submission is edited by the second user and complete the remaining form.

    Yes it is possible to create such form in JotForm by taking advantage of "Conditions" feature and widgets. You may like to take a look at the following guide and see if that help you:  https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

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

  • Profile Image
    pitchbox
    Answered on January 29, 2018 at 09:09 AM

    Hi Ashwin,

    I'm writing again because I really need more help with this. I have tried as hard as I can to follow the information in that link you gave me but it's just not doing what I want it to do and it's so technical that I actually can't understand what's happening. 

    The first step in the sequence is to add an APPROVED/DENIED dropdown - which I don't get because I don't want anyone to approve or deny anything. 

    As a side note: none of the widgets I add to the form actually show up in the preview.

    ----------------------------------------

    The form I WANT to create is a "REQUEST FOR INFORMATION" form.

    It's a single form my team can fill out to ask one of our customers some questions about one of their projects. It is not a form that's embedded on a website.

    I then want that customer to fill out the form and send their answers back to us. 

    It's pretty much like an email template, but more versatile and organised. 

    Example situation:
    My guys have a question they want to ask Mike about his Downtown Project.

    Step 1: They open the jotform URL link to the form.

    Step 2: The form asks them to enter:

    - the project name
    - Mike's email address and
    - the individual questions they want Mike to answer.

    Step 3: They click "Send Questions" - the form is delivered to Mike's email.

    Step 4: Mike opens the email, clicks the link and the form opens where he can read their questions and types his responses under each.

    Step 5: Mike clicks "Send Answers" - the form is delivered to my team.


    Can you help?

  • Profile Image
    ashwin_d
    Answered on January 29, 2018 at 10:40 AM

    Okay I have understood your question. I will work on your requirement and get back to you but it may take some time as we can only work on such requirement in our free time.

  • Profile Image
    pitchbox
    Answered on January 29, 2018 at 11:30 PM

    Thanks! That would be awesome, really looking forward to a solution -  I don't expect it to be instant :)

    Not sure if you worded it right.. "we can only work on such requirement in our free time."

    but..

    Isn't this the "24/7 support" forum? Why are you only allowed to work on support in your "free time" if you're here for support? 
    Haha! I guess your time is kinda "free" although I'm on a paid plan now.. does that count for anything?


    "At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7."

  • Profile Image
    ashwin_d
    Answered on January 30, 2018 at 01:16 AM

    Yes we do provide support 24/7. What I meant is that creating form based on user's requirement will take some time.

    I will get back to you soon.

  • Profile Image
    ashwin_d
    Answered on January 30, 2018 at 01:47 AM

    Please take a look at the following cloned form and see if this works as expected:   https://form.jotform.com/80290910227956

    When you submit the form first with customer's email address, your customer will receive an email with a clickable link. Your customer will click on the clink which will open the submission in edit mode and answer the questions. Once the form is submitted, you will receive notification email on the email address which you can configure in form's notification email alert of form.

    Feel free to clone this form for a closer look. The following guide should help you in form cloning:  https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Hope this helps.

    Do get back to us if you need any other changes.