Is it possible for two different people to interact with the same form

  • Profile Image
    podridge
    Asked on April 23, 2019 at 03:08 PM

    Hi,

    I have a few questions regarding my preferred workstream with regard to a JotForm form.

    I am creating a form. I would like it to do the following;

    1. Lets say that the form is essentially in two parts - the first part is completed by a colleague who is initiating client contact. They are filling out the important details of the client such as name and email address etc.

    1a. Once my colleague is done with the form, I want the embedded logic within the form to be able to assess whether he/she has completed all the necessary fields for their part to be completed - some of these will be required fields, and others not.

    So essentially, I want my colleague to have to complete to a certain way through the form, before stopping and hitting submit. Is the above possible?

    2. Once my colleague has submitted their part of the form, I need the email notification to go to another colleague who will then be able to access the detail of the form (how do they do this please?), and to be able to upload or create a new client in a supported CRM (in this case Highrise). Can you please highlight how this can be done.

    3. Once the new client has been created in Highrise, my colleague will inform me (this will be an internal process, so nothing for you guys to do). I then want to be able to pick up the form that was submitted which has been partially completed by my first colleague. I then want to complete the rest of the form, run the same type of logical test, before again submitting it, and having the same type of email notification to my colleague.

    Can you please let me know whether this type of workstream can exist, and if so, how I might go about it? Failing that, how would I go about fulfilling the same exercise in a different way?


    Many thanks


    Patrick

  • Profile Image
    jonathan
    Answered on April 23, 2019 at 04:00 PM

    Hi Patrick,

    I recommend you review this article/guide: 

    A General Approach on Building an Approval Process Workflow

    The article can look a bit complex because its a lot, but if you pay attention it is actually quite simple.

    Here are breakdown on the numbers you mentioned:

    1a.

    You can make some of the questions *Required using Conditions based on the other answers. This will force your colleague to answer questions that he/she should answer before the form can be submitted.

    How to Make a Field Required Based on User's Answer

    2.

    You can use Conditional Email. That is, send different emails based on the user's answers.

    How to Send Email Based on User's Answer

    Using the Email conditions feature, you can setup different email message to be sent to different recipients based on the answers done on the form.

    3.

    Highrise integration is available. 

    How to Setup the Highrise Integration


    I hope this help. Let us know if you need further assistance.