How can I have multiple people fill in different parts of the form?

  • Profile Image
    mkim454
    Asked on January 19, 2018 at 10:30 AM

    Hello,

    How can I have person A submit part of the form, and then have person B submit the rest of the form?

    I would like to set it up so that after A submits the form, the email notification will be sent to person B where they will be able to edit the form and then once they submit it, have the email be sent to a different email.

    The idea is for an employee to fill out a form (person A), then have the supervisor review and provide their e-signature (person B), and have the form be submitted to the HR.

  • Profile Image
    david
    Answered on January 19, 2018 at 11:17 AM

    The best way to set this up would be to use conditional emails containing edit submission links.  The following thread has a walk through on how to set up a full approval workflow:

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    Though for your needs, simply sending the edit submission links may be enough:

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date