How can I find out which staff member emailed a form to a client withou

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    Ezmi Carrizales
    Asked on December 02, 2020 at 09:39 PM

    How can I find out which staff member emailed a form to a client without giving the employee permission to edit my forms? Can I include an email to each staff member when their specific client returns a submission so that the staff member is notified as well?

    Ezmi Carrizales, Parent Education Facilitator IV

    BCFS Health and Human Services - Harlingen

    Community Services Division – HIP Program (Helping Through Intervention & Prevention)

    1702 E. Tyler Ave. Suite 4 | Harlingen, Texas 78550

    office (956) 230-3849 |

    direct 3558 | cell (956) 367-4291

    corporate website www.BCFS.net



    This is a re-post of a comment on Making your forms accessible to company members only

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    Roneet
    Answered on December 02, 2020 at 11:29 PM

    Could you please explain your requirement?

    Is the client filling up the form?

    Do you want to show only some field's data to the Staff member when the staff member opens the form via the edit link?

    If you want to share the responses with the staff then you can include the email address in the notifications.

    https://www.jotform.com/help/314-how-to-properly-add,-change,-and-test-a-new-email-recipient-address

    https://www.jotform.com/help/41-how-to-change-the-email-address-used-for-notification-email?

    Thanks.