Authentication & Edit URLs

  • Profile Image
    vikassgupta
    Asked on October 27, 2020 at 05:25 PM

    Hello Jot Form team

    I am proposing to use Jot Form to my Scout Troop Committee for Fundraiser tracking. There are couple of questions that were posed to me by the committee:

    1. Given Authentication is not currently supported, is this something that will be available in future? If so, what are the timelines?
    2. Submission URLs: Currently all submission confirmation emails are sent to the owner of the form. Can it be sent to the person submitting the form? Ideally we will like the scouts to be able to edit their submissions until a specific date. Without the Edit URL, the task will fall upon the form admin and it will be an issue.
    3. Can Custom reports be created with the available options? Basically a report where certain fields can be specified via filters. (E.g: Sales Order report for a Scout. I can then create multiple copies of the report, one per each Scout. Each scout can access their own report. This will avoid exposing customers of one scout to another).

    Appreciate if you can help answer these. I will present it back to the troop committee on Saturday,

    Thanks

    Vikas

  • Profile Image
    Niko_N
    Answered on October 27, 2020 at 08:25 PM

    Hi Vikas,

    1) Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users.

    You may also provide additional information on what kind of authentication you would like to have so that I will escalate it as a feature request to our developers.

    If you don't want the form to be accessible for everyone, you can make the form Private and invite form users only:

    1603844517_5f98b9a538a6e_

    Otherwise, you may enable password protection, as suggested by my colleague:

    Setting%20up%20an%20Autoresponder%20Email

    If you want the users to receive a link for edit the submission with those emails, please follow this guide as well:

    How to Let Users Update Their Form Submissions at a Later Date

    3) You can create Visual reports with your form submission data:

    How to Create a Visual Report with Your Form Submissions

    It allows to filter report data based on desired options:

    How to Use Visual Report Filters?

    And various options to share them:

    How to Share the Visual Report?


    Please let us know if you have further questions.

    Thank you!