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.