How to show different fields when editing submission?

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    JWSWaste
    Asked on June 25, 2020 at 08:34 AM

    I am creating a holiday form which will be completed by the employee - depending on their answer to their "role" will depend on who receives the form.  Once they click submit the relevant Manager receives an email with edit link to sign the second part of the form.

    However as you can see i require three signatures.  Is there anyway each part of the form reveals itself to the next received for signing. 

    e.g. employee requests holiday (they can not see Management authorization section or the Human resources section)  they click submit - this then gets sent to the relevant Manager for signature.


    Manager opens - and can see the employee request and the manager authorization section only.  signs clicks submit.  This then gets emailed to Human resources.


    Human resources opens the the link and can see all parts of the form - clicks submit and a PDF copy gets emailed to herself and the employee who originally requested the leave as well as the manager.

    I understand how to set up the received emails in the background but i can not figure out to reveal parts of the form as each person signs. 


    Thanks 

  • Profile Image
    Bojan_J
    Answered on June 25, 2020 at 09:12 AM

    Greetings and thank you for your message.

    You are able to achieve this by customizing the edit link. To achieve this, you need to add additional information to the edit link from the Notification email. Instead of using {edit-link}, you need to add the following link:

    https://www.jotform.com/edit/{id}?role=manager

    For your HR, you need to send the following link:

    https://www.jotform.com/edit/{id}?role=HR

    {id} will be replaced with the submission ID automatically. 

    The next step is to add the Get Form Page URL widget to your form. This widget will return the current full URL of the page, and you can use it in conditional logic. 

    The final step is to add conditional logic for showing the fields:

    When you add it, you can check if the current URL contains role=manager and then show field for manager signature:

    You need to create a new condition for HR where you will show both manager and HR signature:

    Please note that you can edit the URL to your liking. After the original URL needs to go question mark, and value and title must be separated by an equal sign, but you are able to choose the names for the URL:

    https://www.jotform.com/edit/{id}?role=manager

    Please let us know if you have any additional questions.

  • Profile Image
    JWSWaste
    Answered on June 25, 2020 at 09:22 AM

    Thank you , however im not sure what ive done - as now in preview mode the form is blank?


    https://form.jotform.com/JWSWaste/Holiday-Form-Hourly-Paid

  • Profile Image
    JWSWaste
    Answered on June 25, 2020 at 09:34 AM

    Also the links URL's above now when i receive them in my notification email just say "oops something went wrong"

  • Profile Image
    Bojan_J
    Answered on June 25, 2020 at 10:19 AM

    Thank you for your reply.

    I have checked your form, and the fields are properly shown for me. All fields up to MANAGEMENT AUTHORISATION are shown.

    Can you please let us know if you are still experiencing this problem?

    The problem with the link is that it's not configured properly. To correct this, you first need to place your cursor on the link, and select Insert/Edit Link:

    From there, please copy Text to display field to URL field, so they are the same:

    Let us know if this resolved your problem. 

  • Profile Image
    JWSWaste
    Answered on June 25, 2020 at 10:38 AM

    Thank you i think we are getting there, however now when u complete as an emplloyee requesting the holiday - the link being emailed to me is the HR link not the Managers link , it needs to be in the following order:


    employee signs - Manager gets the link to manager signature.

    Manager signs - HR gets the link to the HR section

  • Profile Image
    JWSWaste
    Answered on June 25, 2020 at 10:54 AM

    sorry i have sorted that now thank you its now working in the correct order - however when the HR manager then completes the final bit and clicks submit how do i set it so that instead of sending an edit link they get a final email rather than a URL linking them back to the form?

  • Profile Image
    JWSWaste
    Answered on June 25, 2020 at 11:19 AM

     OK so a few things - When you select Position to "Other Hourly Paid" in the checkbox field- there is a condition sat behind it that means this selection emails to Co*****@jwswaste.co.uk for example.  The employee selects hourly paid fills out the form and clicks submit.


    The problem i am having is this then gets emailed to both email addresses assigned to the HR section of the Page as well as the Manager section of the page.


    It should be that the employee signs - it gets emailed to the relevant manager only  - depending on the check box selection.

    The manager signs - an email gets sent to the HR email Only.


    The problem i am having is that for both URL'S an email is being sent each time to the email address sat behind the check box fields, the email address sat behind the manager section and the HR section.


  • Profile Image
    Bojan_J
    Answered on June 25, 2020 at 12:33 PM

    Thank you for your reply.

    This as well can be solved with the conditional logic.

    Since email will be sent only if the condition is true, you can check if the current URL contains the phrase role=manager. If it does, then you need to configure email to be sent to the HR email. If the URL does not contain role=manager, the email will not be sent.

    Let us know if this resolved your problem.