Form Process Flow Issue

  • Profile Image
    ESFA
    Asked on August 30, 2018 at 01:33 AM

    Hi,

    I have a form that is essentially a three-stage process by three different people/organisations.  There are three discrete sections to the form that, depending on the Step in the process hides two 'sections' from the person using the form.  The reason for hiding the sections is to not allow anyone else to edit the field values.

    The 'sections' just a group of fields and display text - each with a submit button.

    Step 1 - Person 1 lodges a request in Section 1.  Process sends an email with an edit link to Person 2.  Sections 2 and 3 are hidden in this step.

    Step 2 - Person 2 either accepts or declines the request.  Process sends an email with an edit link to the Supervisor.  Sections 1 and 3 are hidden in this step.

    Step 3 - Supervisor either accepts or declines the request.  Sections 1 and 2 are hidden in this step.

    I am using a series of 'status' fields at the top of the form to assist in the hiding process in each step.  However, I am stuck for Step 3 as I cannot hide sections 1 and 2 to only display section 3.

    It's probably something simple that I am overlooking.

    Any help appreciated.

    Thanks

    Form is https://form.jotform.co/82047618884871


  • Profile Image
    Kevin_G
    Answered on August 30, 2018 at 10:29 AM

    I think it would be a bit hard to have such workflow involving multiple conditions related to the fields. 

    What I would recommend you is to firstly use a section collapse for each section on your form: 

    1535638355screenshot_01.png

    Then you may use a parameter to identify the section that should be showing up, for example, if since you're using the edit link, you may use the following: 

    https://www.jotform.com/edit/4089816569307389434?section=2

    "?section=3" should be for the third section. Now, the conditions would only be like the following: 

    1535639108screenshot_01.png

    Also, each section collapse added to the form should be configured like the following: 

    1535639179screenshot_01.png

    I hope this helps. 

  • Profile Image
    ESFA
    Answered on August 30, 2018 at 07:20 PM

    Hi Kevin.

    Many thanks for that.  I had looked at using sections but not in great detail.

    One question though is how do I include the "?section=2" at the end of the standard edit link?

    The link is sent in an automated email at end of step 1 and step 2.

     

    Updated

    Found the answer in another post.  Added here in case anyone else has a similar issue.

    Enter the following in the email:

    https://jotform.com/edit/{id}?section=2

     

  • Profile Image
    Kevin_G
    Answered on August 30, 2018 at 08:23 PM

    I'm glad to know you found out how to create the edit link. 

    If you need further assistance, let us know.