Can our members see their entries, print or download them?

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    dapaboardmembers
    Asked on October 16, 2020 at 03:18 PM

    Hello,

    I run a paralegal organization in Dallas and I'd like to have a form that users can enter their pro bono hours with information like location, organization, hours worked, and be able to upload a verification form. I know that is possible, but my question is ... can our members see their entries, print or download them once entered into the website? How does all of that work? Thanks. - ABB

  • Profile Image
    BDAVID
    Answered on October 16, 2020 at 05:46 PM

    Good day, do you want the person who fill and submit your form to be able to receive his submission? This is possible, you only need to create an Autoresponder, so it is sent to the email address that he will provide in the form: http://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    As well, you can attach the PDF submission report in the Autoresponder:

    1602884771_5f8a14a32429a_advance.png

    Let us know if you need more help.

  • Profile Image
    dapaboardmembers
    Answered on October 17, 2020 at 11:05 PM

    Hi BDAVID,

    Thanks, but I'm looking for something slightly different. Rather than receive an email with their submissions, I'd like for our members to be able to log in to our website and be able to view, download, or print the data they have inputed. For example, a member may enter a few pro bono hours worked each month for a year. At year's end, I'd like them to be able to view, print, or download the aggregate of all the hours they entered throughout the year. Is that possible with Jotform? - ABB

  • Profile Image
    KrisLei
    Answered on October 17, 2020 at 11:38 PM

    Hi,

    To clarify, you would like to share the submissions data on your website and let your users access it? I think this is possible by creating a Grid List report, then embed it on your website: how-to-create-a-grid-listing-report

    Then you can include the Edit URLs of the form on the report to let them update or edit their submissions data:

    1602992080_5f8bb7d0e8711_Screenshot_1018

    They can also use the search tool on this report to look for their submissions:

    1602992237_5f8bb86d829fb_Screenshot_1018

    I hope this helps. Let us know if it didn't meet your requirements.


  • Profile Image
    dapaboardmembers
    Answered on October 19, 2020 at 05:49 PM

    I'm not sure .... this is a bit over my head. I really wish I could talk through this with someone.

    This sounds right, but the goal is for the results to only be visible to the member that entered them. For example, if Aaron logged in and entered 5 hours of pro bono worked, and Linda logged in and entered 2 hours of pro bono worked ... I would want Aaron to be able to log in and track and see only his hours worked .... not his and Linda's. Is that how Grid List Reports work?

  • Profile Image
    BDAVID
    Answered on October 19, 2020 at 06:56 PM

    Unfortunately, we do not have support over the phone.

    In regard to the Grid Listing report, that will show all submissions. You can instead add assignees to your form. They will be asked to create an account, so they will need to log in to fill the form, and see their own submissions only from a PC or the mobile app.

    Please follow this guide: https://www.jotform.com/help/652-Adding-assignees-to-your-form

    Hope this helps.