How to make fields read only when form is being edited

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    Rachel 
    Asked on August 28, 2019 at 07:52 PM

    Hello!


    Thank you for all your assistance so far. I have a unique situation. I need a form to be filled out partially by one party, then sent to another to have a second section filled out. However, I want the second party to be able to view the information that the first party submitted, without being able to edit it. Is there a way to lock the data submitted by the first party (or at least a section of the first portion that has been completed) and allow the second party to fill in the rest. 


    If so.....HOW! :) 


    Please send help! 


    -Rachel 

  • Profile Image
    AshtonP
    Answered on August 28, 2019 at 09:43 PM

    It's possible to create such a form. You need to make use following feature in order to create one - 

    1. Email notification - To send an email notification to the user's who will edit the form. 

    2. Get Form Page URL widget - To identify the form URL when the form page is being edited. 

    3. Conditional Logic - Make fields read-only based on edit URL. Guide: https://www.jotform.com/help/371-How-to-Enable-Disable-Fields-Using-Conditional-Logic

    I'll design a form for a quick demonstration and send it to you soon.

  • Profile Image
    AshtonP
    Answered on August 28, 2019 at 10:00 PM

    Please see the following Demo Form - https://form.jotform.com/92398616269977 You can fill and edit it when you receive an email of submission. Edit link included in the email template.

    You can fill in the information as the first form user, this time all fields that require filling by second part are hidden. You can hide fields from their properties.

    how-to-hide-form-fields-hide-button.png

    Once the first user submits an email notification will be triggered to the form owner and to the email address entered on the page. Here you can conditionally trigger the email that includes the edit link of the form. Here is the article that explains how to set up conditional email - https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    Then add another conditional logic to disable fields completed by the first user. 

    1567043772Screenshot_34.png

    This condition will ensure the form fields will unable to edit for the second user. 

    Let me know if this works for you and also if you have further questions.