Deep Link to Unique Submissions

  • Profile Image
    bkarasik
    Asked on July 11, 2018 at 12:22 PM

    Dear Jot Form, 

    A new co-worker of mine turned me onto Jot Form as a potential solution for solving a business problem that we have. We manage a rental space and we would like be able to create the following relationship between clients and our account managers.

    A) Client submits an online form with information about their event. 

    B) Account Manager receives the response and creates a one click direct link to pull up that unique response. 

    C) The Account Manager sends the response direct link to the events team. 

    D) As the events team meets with the client, they open the response by clicking on the direct link and then editing the information in the response. 

    E) The day before the event, the Account Manager creates a .PDF of the response and sends it to the client. 

    As far as I can tell, Jot Form can handle most of these responses, except unique submission recall through a direct link. We would be looking at maintaining hundreds of submission responses and updating them daily so needing to search for the submission among all of them would be a bit of a time suck. Is there a feature I have not yet found that would allow us to create a direct link to a unique submission?

    Thanks!

    Ben 


  • Profile Image
    BJoanna
    Answered on July 11, 2018 at 01:40 PM

    Please note that each submissions ID is unique. You can also add the Unique ID widget to your form that you can then use to search your forms submissions. 

    How to Add Custom Unique IDs to your Form Submissions?

    Based on your request, I think that you can create an Approval workflow form. 

    A General Approach on Building an Approval Process Workflow

    If the Account Manager has an access to your Jotform account he can edit the form submissions from the submissions page.

    How to Edit Submissions Made on Your Forms

    You can also manually create an edit link. Please check this thread to see how it can be done - https://www.jotform.com/answers/990695 

    A PDF report can be downloaded from the submissions page.

    How to Download Form Submissions as Excel/CSV/PDF

    You can also attach a PDF report to the Email Notification and Autoresponder Email. 

    How to include submissions as PDF attachment in the email notifications?