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

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    Asked on January 19, 2018 at 10:30 AM


    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.

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    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:

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