Save form and continue later by another person?

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    BGCL
    Asked on July 02, 2020 at 12:39 PM

    Hello, before I create a new form, I was wondering if it was possible to set up a form so that it can be saved by Parent A, sent to the Staff who needs to receive it and also allows the Staff to continue the same form.

    We're trying to figure out a way for parents to do a pre-health screening online in advance to dropping their child off for camp.

    Parents would have to answer X amount of questions, then there's a staff only section that needs to be completed.

    We're trying to keep it all contactless, and paperless.

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    KrisLei
    Answered on July 02, 2020 at 05:10 PM

    Hi,

    It seems that your workflow is somewhat similar to the Approval Process Workflow. Please check this detailed guide to provide you an idea: A-General-Approach-on-Building-an-Approval-Process-Workflow

    Parents would have to answer X amount of questions, then there's a staff only section that needs to be completed.

    Based on your workflow, you should:

    1. First, create an email notification then- this notification will be sent to your staff to inform them that they can continue filling up the form.

    2. On the email notification include the Edit Link, which will be accessed by your staff to continue filling up the form: How-to-Change-the-Text-of-the-Edit-Link-in-Your-Email-Alerts

    3. Create a condition to send the email notification to the staff based on the parent's answer: How-to-Send-Email-Based-on-User-s-Answer

    I hope this helps. Let us know if you need further assistance.

  • Profile Image
    BGCL
    Answered on June 16, 2021 at 05:23 PM


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    Kenneth_C
    Answered on June 17, 2021 at 01:03 AM

    Hi there,

    Unfortunately, your last response had no content on it.

    Can you please reply to us again?

    Awaiting your response.

    Best.

  • Profile Image
    BGCL
    Answered on June 17, 2021 at 02:41 PM

    Sorry, I ended up starting a new request. Thank you!