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Trevor WalzAsked on November 6, 2019 at 2:28 PMHi,We have been searching for a platform for an electronic order form for use in our store - most of our needs are pretty simple and seem to be covered by most providers. Our issue is we need multiple people on multiple devices to be able to edit the form. So the finalized form would not be submitted until the order is finished. Does this sound like something your forms can do?
Thank you
Trevor
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stevenmarshallReplied on November 6, 2019 at 6:19 PM
Hi Trevor,
One option is to set up your form with a workflow process. Where the form can go to multiple people to edit. This might meet your requirements Please view a helpful guide: A-General-Approach-on-Building-an-Approval-Process-Workflow
Now if you just need others to edit the form we also have a feature called collaboration, where users could work on the form at the same time. Hers is a guide for Form Collaboration feature: Understanding-Form-Collaboration
Please let us know if you have any further questions.
Thank you
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shirtandinkReplied on December 13, 2019 at 3:50 PMSorry I am just getting back into this - So with the collaboration mode - is that meant for multiple users to be able to edit the actual form or would they also be able to go in - open up and edit results?
We need the whole team to have access to the results and be able to open/edit/save the results.
Thank you
Trevor
Trevor@ShirtAndInk.com
Shirt & Ink
Parkridge Shopping Center
2739 W Main Street
Trooper, PA 19403
484-704-7680
www.ShirtAndInk.com
Mon 10-5
Tue 10-5
Wed 10-5
Thurs 10-6
Fri 10-6
Sat 10-4:30
Sun 10-4
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Mike_G JotForm SupportReplied on December 13, 2019 at 6:44 PM
The Form Collaboration feature will only allow members of your team to edit the form itself.
As for viewing and editing submissions, we can only suggest that you create a submission report that shows "Edit URLs" and is protected by a password.
Please see in this guide how you can create a Grid Report.
http://www.jotform.com/help/105-How-to-create-a-Grid-Listing-report
Here's a sample submission grid report: https://www.jotform.com/grid/193467239203056/
Please use the password in the screenshot above.
The whole process mentioned above is simplified if you can add sub-users to your account.
https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User
However, the feature has already been discontinued in October 2018 and is now only available with an Enterprise account.
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shirtandinkReplied on December 15, 2019 at 1:50 PMThank you - Greatly appreciate the info!
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