Multiple people on form completion

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    tballweber
    Asked on June 29, 2020 at 07:20 PM

    I have a client who wants two other members of her team to assist with filling out a particular form I have created.  The first person has completed parts of it, but can't submit it because some fields are still showing required. She wants to save the progress of her form and send it to the other two, so they can fill out their assigned questions before submitting the form.

    Is there a way to do this?

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    Kenneth_C
    Answered on June 29, 2020 at 10:18 PM

    Thank you for reaching support,

    To clarify, you are looking to build a two-part form submission. The first user will partially fill out the form, then the second user will fill out the rest.

    If so, then yes you can. Here is a Related Guide on an Approval Approach: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    Here is a guide on using conditional logic to SHOW/HIDE fields: https://www.jotform.com/help/57-Smart-Forms-Conditional-Logic-for-Online-Forms

    Let us know if you have further questions.

    Best.

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    tballweber
    Answered on June 30, 2020 at 01:28 PM
    This doesn't seem to fit the need. The form can't be submitted in the first place with the missing required fields. What I'm looking for is a way for the submitter to partially fill out the form and save it. Then share the form with the next person who needs to complete more of the form, and so on, until the form is ready for submission.
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    Kiran
    Answered on June 30, 2020 at 03:15 PM

    We are sorry that the feature to send the saved form to another user and it is required to send the saved form URL received to the other manually.

    https://www.jotform.com/help/227-How-to-Enable-Auto-Fill-on-Forms

    Alternatively, you may follow the approval workflow and set a field on the form to indicate the form submission is complete though the form is submitted technically. You may use this field to filter the submissions at your end.

    Thanks!