Pros and Cons of the Assign Form feature.

  • Naatak
    Asked on November 25, 2019 at 8:28 PM

    Pros:
    - there is way to assign a form to a group of users. each user can either use his existing jotform account or gets his own login+password from jotform.
    - each user can manage *only* their submissions to the form. admin can still override or delete the user's submissions.
    - form can be unassigned from user - user will no longer see anything. all previous submissions are still available for admin.
    - can assign multiple forms to a user and multiple users to a form. can dynamically manage this anytime.
    - if user doesnt already have an account, they will by default land in the "assigned forms" home page.Cons:
    - cant close/logout until sync is completed.
    - as admin: cant assign form from web UI. Have to login via the app to manage the form assignment.
    - as assignee: works only with the app. form assignment is not viewable from the web interface.
    - have to manage the assignees manually. no way as user to get to the regular web form, complete a submission and self-assign the form to themselves. (this would be great, when we have a dynamic user base and they themselves can manage assignment).
    - if user already has an account, they will by default land in the "my forms" home page, and should switch from the top menu to "assigned forms". A notification icon or badge that "you have assigned forms" would be great or some other means.

  • AndrewHag
    Replied on November 26, 2019 at 1:03 AM

    cant close/logout until sync is completed.

    Unfortunately, you cannot logout from the account until the sync is completed.  But, we have improved the sync time a lot in the latest version of the app. Please make sure that you are using the latest version of the app.

    if user already has an account, they will by default land in the "my forms" home page, and should switch from the top menu to "assigned forms". A notification icon or badge that "you have assigned forms" would be great or some other means.

    If the user already has an account, they login to the account using their own credentials and land directly on the My Forms page.

    Once the user landed on the My Forms page, users can switch between Form Owner and Form Assignee by clicking on the arrow in the top right corner.

    1574748095WhatsApp Image 2019 11 26 at 1 Screenshot 10

    And you will see an orange dot near the arrows if there is a new form assignment.

    Also, Offline forms, Assign forms, etc., these are the special features of the mobile app so, you cannot management the form assignment thorough the web browser.

    And the users cannot self assign a form and they don't have access to all of your forms to select. Giving access to all of your forms and allowing them to self assign a form might raise privacy concerns.

    However, if you wish we can raise a feature request to our backend team, please confirm.