Allow users of the form to retrieve, modify, change, delete form submissions

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    davit79
    Asked on August 07, 2019 at 06:09 PM
    Can i use Jotform where i have form created which other users use. I need to create vehicle inspection checklist form, where i have several users (mechanics) and they log in, and submit "inspection Checklist Form". After form is submitted users must be able to retreive it later, modify, change, delete, etc 
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    Michael
    Answered on August 07, 2019 at 06:53 PM

    If you would like other users to have the option to retrieve, modify, change the submissions made to your form, you can create submission reports and enable the "Show Edit URLs" option of the report that you will be creating.

    The option is only available to some of the reports that you can generate.

    How-to-Create-an-HTML-Table-Listing-Report

    How-to-Create-a-Grid-Listing-Report

    When the users of your form access the report, they will be able to view the submission data. In the report, there will be an edit link that when they click they will be able to update a submission.

    You can also set password protection to the report. Other users will need to enter a correct password first before they can access the report.

    However, if you would like other users of your form to have the ability to delete the submissions, I'm afraid that the feature is only available on the account that owns the form and can only be done on the submissions page of the form.

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    davit79
    Answered on August 08, 2019 at 11:57 AM

    Thanks.

    also, Is it possible to retrieve data from existing database? For example, auto-fill data of customer information, such as name, address, etc... Search customer using phone number, name, etc and insert data to form

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    Roneet
    Answered on August 08, 2019 at 12:33 PM

    It is not possible to retrieve the data from a database but you can retrieve the data from an excel sheet. The best widget that we can suggest you is Spreadsheet to Form widget:

    https://widgets.jotform.com/widget/spreadsheet_to_form

    This widget would be used to populate the details in the Form fields using a unique Id.

    By using a unique code that is present in every row of your spreadsheet, you can access that specific row that matches the unique code.

    The values are automatically populated on your form fields, as long as the spreadsheet column headings match your form field labels.

    Hope this helps!

    Thanks.