HeinrichAsked on October 10, 2019 08:17 AM
Can I set it up so that I get the notification of a submission and then select what I forward to another? Can I restrict what another party sees of the submission if I send them a link? This is for lead generation and don’t want all the details to go through from my lead to my client.
Girish JotForm SupportAnswered on October 10, 2019 09:19 AM
Basically you want to receive the notification email containing your form submission and then forward this email to another person. Now this other person need not view all submission data in the email and you want to restrict that. Am I correct?
If yes, then it would not be possible using the current email settings inside your form. But you can do this from your email inbox. When you receive the email notification you will receive all the data. When you forward the email, you can edit the body of the email to manually delete the unwanted form submission data.
Apart from this you can also send a form report to the other person where in you can choose the fields that need to be shown in the report.
Hope this answers your query.
HeinrichAnswered on October 11, 2019 04:20 AMAwesome... thank you and it worked!!