Add for office use section on form

  • Brad213
    Asked on April 17, 2024 at 10:07 AM
    Again, I want it for use of the tech's who travel to be able to fill out their portion on the road and the Office staff will completed the top of the form e.g. where the job is, contact person, etc. What should I do?
  • Arslan JotForm Support
    Replied on April 17, 2024 at 10:49 AM

    Hi Brad,

    Thanks for reaching out to Jotform Support. You can use Hide field, Get page URL and Edit link feature to achieve this. Let me walk you through it:

    1. Open your form in Form Builder, select the elements that are for office staff by holding Ctrl on the keyboard, and click on Hide in the blue navigation bar at the top.

    Add for office use section on form Image 1 Screenshot 60

    2. Click on Add Element menu at the left of the screen, click on Widget tab, and add a Get Page URL widget to your form.

    Add for office use section on form Image 2 Screenshot 71

    3. In the blue navigation bar at the top of the screen, click on Settings.

    4. In the menu that opens on the left side of the page, click on Conditions.

    Add for office use section on form Image 3 Screenshot 82

    5. Select Show/Hide field, and a condition as shown below:

    Add for office use section on form Image 4 Screenshot 93

    6. Now, in the blue navigation bar at the top of the screen, click on Settings.

    7. In the menu that opens on the left side of the page, click on Emails.

    8. Hover your mouse over an Autoresponder, click on the Pencil icon, and add the Edit link to the email.

    Add for office use section on form Image 5 Screenshot 104

    That's it. Now, when the office staff access the form using the Edit link that was sent in the email, they will see the hidden fields.

    Give it a try and reach out again if you have any other questions.

 
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