- markashtonAsked on October 24, 2013 at 08:17 AM
It is currently possible to provide a third-party with access to the submissions for a form by making the submissions page public .. as per settings.
This has no use to anyone who uses forms with their clients ... none whatsoever ... maybe good for internal ... but then you could just give user access.
I would like to be able to do exactly this ... but without the jotform brand thing going on.
It would be great to be able to provide the same functionality but in a white label manner.
I imagine you would provide a link to a page that looks like this ... would this be so hard to achieve .. Thanks
- JotForm SupportabajanAnswered on October 24, 2013 at 09:05 AM
We have an app for that! Please click the Apps link at the top of your screen
and then search for the one named Submission View and click it:
When the window pops up, click Get Now:
and follow the instructions.
If you would like further info on this app, please let us know.
- JotForm SupportabajanAnswered on October 24, 2013 at 09:07 AM
Of course, it goes without saying, that there would be no JotForm logo displayed. (Since, that's what you asked about.)
- markashtonAnswered on October 24, 2013 at 09:15 AM
You got me going there ;-)
The million dollar thing i need is to be able to provide my clients access to submissions so that they can edit entries ...
All of them ask for ...
"Can I add some notes next to submissions"
"We need to add a star rating next to submissions"
So, the purpose is an environment where a third-party i.e. Client can do this ... perhaps delete a duplicate submission ... add some notes to a hidden field called "Client Notes"
Is this possible via an existing App ... or via an App that hasn't been created yet ??
I'd be extremely eager to know ...
Thanks Abajan ... please come back to me ... that was good call but I fear not quite appropriate for my needs
- WtfuckAnswered on October 24, 2013 at 10:11 AM
I'm also agree with markashton with this feature
"Can I add some notes next to submissions"
Some note or a custom dropdown.
- markashtonAnswered on October 24, 2013 at 10:15 AM
You still there ?
- JotForm SupportabajanAnswered on October 24, 2013 at 12:05 PM
I'm currently "drawing a blank" but hopefully my colleagues may have a solution for you.
- markashtonAnswered on October 24, 2013 at 12:18 PM
I deduce that this is not available from the existing app set then?
The apps currently provide a different aesthetic ... but that is it ... no interactive functionality whatsoever ... am I correct on this?
However, if an app was capable of interacting with submission data ... now that would be class !
The million dollar question is ... is it possible to interact with submission data via a jotform app?
Hope you can help on the path forward for this
- markashtonAnswered on October 25, 2013 at 05:19 AM
Ok ... we've digressed here ... there is no app to handle editing submissions in a non-jotform branded environment ...
Let's focus on the initial post I made .... see the screenshot ... that's what I want ... pop in an iframe and enable clients to edit submission data.
You've probably got two types of jotform clients ...
1) Those who use forms internally for their company, and;
2) Those who use forms externally for their clients to add value and make money
I fall in the latter ... and can tell you ... that no one who uses jotform for their clients wants their clients "seeing" jotform. This means one cannot provide access to clients to the submissions data for editing purposes because it resides in a jotform interface.
But, I desperately want to empower my clients with the ability to edit submissions ....
Consider ... if I add two hidden fields at the end of the form ... called Client Notes & Star Rating ... then the client could be looking at a grid report ... think mmmm ... let's add some notes to this submission ... go into the non-branded jotform submissions interface (see screenshot) and add their notes to the hidden field ... submit the form again ... and there they are ... added to the grid report ... perfect...
All we need is a non-branded jotform submissions window ..
What says you?
- JotForm SupportjonathanAnswered on October 25, 2013 at 06:36 AM
Let me elevate to next level the feature request you mentioned and get approval for it.
In my opinion the feature you mentioned can be realized faster if our dev team can have a hand on it.
To what I have learned so far, both the shared report and Edit link submission have JotForm brand on it, so, it is most likely we, on the support team will not be able to offer you an apps or a workaround that have the feature you mentioned.
We will update you on the status of this feature request.
- markashtonAnswered on October 25, 2013 at 06:51 AM
To what you have learned so far doesn't make sense ...
Edit Link doesn't work ... period ... for a load of reasons ... explained here that you were involved in:
Let me be clear ....
JOTFORM PROVIDES NO THIRD-PARTY ACCESS TO EDIT SUBMISSION DATA ... UNLESS IT'S YOUR MATE
I BET YOU NOT ONE JOTFORM CLIENT HAS EVER LET THEIR CLIENTS ACCESS DATA FOR EDITING PURPOSES ... EVER !!
Please pass that on to Dev
- JotForm SupportjonathanAnswered on October 25, 2013 at 06:59 AM
Thank you for the additional details.
I had this thread already submitted to our next level support.
You will be notified via this thread and in your email when we have updates.
- markashtonAnswered on November 27, 2013 at 10:20 AM
I need to let my clients' edit submissions.
Can you make this happen please as per this thread.
I'm stuck without the ability to do this
It will provide great value to jotform power users like me.
- JotForm SupportguilledutraAnswered on November 27, 2013 at 01:17 PM
Unfortunately I can't see any news regarding to this feature request, as soon as we get some news about its status, we will let you know.
- markashtonAnswered on December 04, 2013 at 05:13 AM
I'd like to flag this please.
I would like to provide my market research clients with the ability to edit submissions ...
The existing way is a no go ... needs to be non-branded
- JotForm FounderaytekinAnswered on December 04, 2013 at 08:53 AM
I have increased the priority of this feature request. Thanks.
- markashtonAnswered on January 27, 2014 at 06:02 AM
This thread has been active and is of relevence ... http://www.jotform.com/answers/91112-Client-Needs-To-Edit-Form-In-Future-Edit-Link-Query
The full-screen mode you advised in your email to me was perfect but lacked the critical thing ... you cannot edit the submissions ....
The interface is perfect ... all this needs from a user perspective is the "Edit" button and the functionality to edit the submission
Can I request this again please.
Can others pipe up and stick their oar in with a voice if they want this functionality.
What this allows is that a jotform users clients can access their submissions and edit them ... add notes to an invisible field ...
It frees a jotform user from having to do it all yourself on their behalf.
- mgcaledonian13Answered on March 13, 2014 at 08:03 AM
I am using the Submissions View as well and I found it somewhat confusing to set up at first.
I had a hidden field (UniqueNumber) in the View and it took me ages to work out why the whole app did not "produce the goods" and with a bit of deletion of fields one by one I discovered it was the Unique Number that was the problem. As I have not tried any other hidden fields in the app I would like to know if a hidden field other than a Unique Number works OK. I'll try it with a Test Form when I have a moment.
I would like to flag up the fact that a URL to a website page does not work either, again it kills the view altogether likewise email addresses.
*** Could JotForm ask the developer of this app to look at these two last possible features being included.
Regards Willy MG
- EliezerNAnswered on March 13, 2014 at 11:08 AM
We will be more than glad to submit a feature request for the functionality you mentioned for the Submission View app on your behalf. However, since this thread has an already existing ticket we cannot open a second one, besides it is different from the original request of this thread.
So, kindly open a new thread here: http://www.jotform.com/answers/answer.php And we will submit your request to our dev team.
Thanks for your cooperation
- markashtonAnswered on April 15, 2014 at 11:15 AM
Can I have a status report on this please. Aytekin increased the priority in December.
It would be a great feature that would empower your clients ... like me ... empower their clients with the ability to edit submission data.
Worth a million dollars.
can you advise please?
- JotForm SupportTitusNAnswered on April 15, 2014 at 12:54 PM
The feature request ticket is still open - and tagged as Important.
Our developers have recieved your message.
We will update this thread on any developments -
- markashtonAnswered on April 17, 2014 at 06:19 AM
Hi, (bare with me this does apply to the thread)
I have just had a look at the Hide field function that has been added ... which is great.
Hidden field widget is great ... but is restricted to one field type ... text ... whereas this addition allows one to hide any type of field on a form. I used to acheive this by using css display none stuff. The disadvantage of this method, however, is that when you edit a submission ... you cannot "see" the field you have applied the CSS to ... it is invisible in all modes.
I note with the new Hide field .... that when you edit a submission ... the hidden fields are shown in the edit form submission window. This is great ... Why? ....
Because it enables a user to add extra fields like star-rating and Add Notes text Area fields that can be used by the administrator/stakeholder of the forms for adding rich notes and scores to submissions ...
In a nutshell .... if you implement the feature of this thread ... whereby I can provide a non-branded edit submissions environment to my clients ... then it opens up the playing field to allow the end-recipient to add rich data.
Without saying ... this is great value to all concerned ... I'd love this feature please.
Can you let Aytekin know that this is now a great addition due to the new hide field function ... and all that it offers.
- JotForm SupportNeilVicenteAnswered on April 17, 2014 at 10:40 AM
You can be assured that your message will reach the proper authority.
On a side note, I believe that the feature you are asking for can be developed by anyone using the JotForm API. Our API provides access to pretty much everything accessible from your JotForm account.
- markashtonAnswered on April 17, 2014 at 10:56 AM
Respectfully ... I don't believe it can be done with the API at all.
However, it's disingenuous of you to suggest I spend £2000 + to get a solution that should have been provided by Jotform a long time ago i.e. a method that allows its clients a way to provide their clients a method to edit data.
I'm telling you the following as I use Jotform everyday as part of my business ... now that the hide function allows the input of data in the edit submission window jotform needs to provide a non-branded way that people can edit submissions.
See this advised by Aytekin ....
The full-screen mode is perfect but lacks the critical thing ... you cannot edit the submissions .... stick an edit button on this and it's "job done"
- markashtonAnswered on May 27, 2014 at 08:16 AM
Any progress on this ... as I am held hostage by the fact that I have to do all the damn edits myself as you lot won't provide me with the ability to let my clients do it on a non-branded interface.
Logiforms ... seriously ... had this up and running 5 years ago.
Come on ... its a good ... and neccessary feature ... or are you tweaking widgets for slideshows and stuff that's just eye candy ?
Many thanks, Mark
- JotForm SupportjonathanAnswered on May 27, 2014 at 09:04 AM
Unfortunately there is no new status or progress update yet.
As you had known already, any escalated thread/post will always be updated by our developers whenever there is an available update.
Your latest message have also reached the intended recipient.
- markashtonAnswered on July 07, 2014 at 10:54 AM
The ability to provide my clients access to their submissions so that they can edit stuff instead of me having to do it ... is a no-brainer really.
Is there any reason why this is not addressed?
Do you think it is not of relavence?
- JotForm SupportdavidAnswered on July 07, 2014 at 12:36 PM
We do allow the functionality you request, just not in a non-branded interface. You can create sub-user accounts for each client and allow them access to their individual form from there. As for your feature request, I do not have any new information for you at this time. Our developers have a rather large pool of feature requests and can only do so many. We will keep you posted if there is any new information.
Thank you for using Jotform!
- markashtonAnswered on July 07, 2014 at 12:50 PM
"We do allow the functionality you request ..."
Respectfully ... I know that ... and the whole thread clearly indicates the fact. I don't want to give my clients access to a jotform-branded interface ... and nor does anyone else really.
I know you have a lot of feature requests ... I put a lot in myself ... and have done over the last six years ...
The purpose for this post is that unless you make a noise ... not a lot happens.
Tell me ... what great features are being worked on this week? I'd really like to know
- markashtonAnswered on September 13, 2014 at 09:55 AM
Can I have a status report on this please. Aytekin increased the priority in December.
This would open up massive opportunity and empower jotform users like myself to allow third parties and clients to edit their own submissions.
The value proposition is clearly outlined in this thread.
Many Thanks Mark
- JotForm SupportWelvinAnswered on September 13, 2014 at 12:56 PM
Unfortunately, we do not have an update yet about this request. But again, we will keep you posted when updates are available.
- markashtonAnswered on September 15, 2014 at 12:44 PM
I've spent three hours today editing submissions to replace the last name with an initial e.g. Smith to S.
Now if I could have provided access to my client to the 120 submissions I'd have been able to grant them access to do the job ... that they would have happily have done.
That would have saved me a morning.
But because jotform is written all over it ... and I don't want my client interacting with your brand as it could compromise my business ... I had to do it all myself.
Shame ... I posted this about 1 year ago ... any suggestions how I can provide my client access to submissions as per the thread above?
I'd be grateful to know ...
- JotForm SupportdavidAnswered on September 15, 2014 at 01:06 PM
Providing a full un-branded interface is quite and undertaking. As there are very few requests for something of this nature it may not be something we get to any time soon if ever. You could simply let your clients know that you are using JotForm to create their forms. I understand you do not want to let them know this information, but as we may not be able to provide you with the interface you desire, this may be the only other alternative to doing the work yourself.
- markashtonAnswered on September 25, 2014 at 05:40 AM
David ... your response above would be OK if it had been the second response in the thread ... but not after a year of effort ... when its priority has been raised by the founder (last december) and numerous other voices are clearly speaking on the thread to its favour. So, I left it to think about it for a bit and not come back in a heated way but just to put the case forward again ...
Providing a full un-branded interface is quite an undertaking.
This is exactly what I require except with an edit button ....
As there are very few requests for something of this nature ....
Let's face it. Most people do not have the inclination or organisation to effectively post threads to get outcomes. They just don't bother. However, this thread shows interest from numerous parties. On the same footing are you going to tell me that people asked for all those widgets? I don't think so ... you just did them.
It may not be something we get to any time soon if ever.
Why did the founder raise the priority last December. Has he changed his mind then?
You could simply let your clients know that you are using JotForm to create their forms.
Do you think if this was an option this thread would exist?
Why don't I go the whole hog and teach them all how to create their own forms?
I'd guess you do not use Jotform in a business environment with your own clients.
Bottom Line ...
Please consider this feature. Why? It empowers third parties to add star ratings, amend spellings, add notes ... delete submissions ...
Can you see my vision for this from the following ... just add an edit button ...
- markashtonAnswered on October 10, 2014 at 04:50 AM
Mmmm ... my limited Spanish translates as ...
I am also interested in this solution. The idea is to have the ability to edit records to publish a page , thus those who access the grid can correct and update records .
That's another one then. I think you could roll this out like Steve Jobs would ... its a great feature and a natural progression for Jotform.
Consider the following ....
The following would be needed:
1) An Edit button next to the logout button
2) The ability to use a custom domain ... or a disguised url
3) The page title to drop the word jotform that shows in the browser tab
4) Ability to customise color of orange bar ... just a hex colour thing yeah ... stylesheet amend
What do you reckon?
- mgcaledonian13Answered on October 10, 2014 at 12:56 PM
Hi Mark and JotForm team
I use a form for bookings of Events. If the user wants to amend his submitted information then he has to contact me with his alterations which is a bit of a pain. We need this information to be correct as an Event certificate has to be compiled for the Event. We are leaving ourselves open to prosecution if the governing body happens to turn up and try to reconcile the information on the certificate with who is there and what vehicle they are taking part with. It comes under the MSA which is the governing body for Motor Sport in the UK
So I am another one looking for this editing facility with our Own Branding and only access to the records that they the users have submitted.
If there are three people looking for this and take the time to request or highlight the facility then there are probably many more that don't take the time to request it. I am sure that if it was available they would find it useful, very useful in fact.
- ShadaeAnswered on October 10, 2014 at 02:12 PM
We do ask that you place your request in a separate thread. I have moved your request here: http://www.jotform.com/answers/441425
You will receive a response on that thread.
- JotForm SupportsteveAnswered on October 10, 2014 at 02:36 PM
I just became aware of this inquiry. It would indeed be a great addition to build this app. Our current priorities are to maintain existing apps, prior to building this. If we see an opportunity to fit this in though, I'm sure many users would value it. I'll be sure to keep you updated when it's scheduled for development.
- markashtonAnswered on October 11, 2014 at 09:21 AM
Look forward to hearing from you on this.
- markashtonAnswered on October 17, 2014 at 05:41 AM
Any thoughts from the top on this one?
- JotForm SupportWelvinAnswered on October 17, 2014 at 07:05 AM
Unfortunately, there's no update yet about this one. We'll make sure to inform you if this request will be implemented.
Thank you! ;)
- JotForm SupportsteveAnswered on October 17, 2014 at 01:27 PM
I expect this will be at least 3-6 months out before it's considered. We just released the new form designer, which we hope you get a chance to check out:
We also have some other exciting things in the pipeline. I'll keep an eye out for an opportunity to build this though.
- teckstyleAnswered on November 20, 2014 at 04:06 PM
I am in a similar situation to Mark regarding a branding issue, as I currently create and embed forms for clients (for a 1-off fee) and forms are limited to your 10 ssl/payment submissions per month, then I manually upgrade their separate JotForm account to your 1,000 per month. So I act as a "middle-man" between my client and the JotForm account.
THE REASON FOR THIS?:
1] I don't want my clients seeing the JotForm Brand
2] I don't want my clients to access the form editor
(they will undoubtedly screw-up my source code when deleting/changing widgets etc)
I could do with a master account and sub users log-in to a de-branded account with the JotForm logo removed (and maybe the ability to change the colour theme from JotForm Orange to our own brand identity???). Also I would need the ability to restrict access for individual sub-users to access ONLY (de-branded) JotForm subscription payment and (de-branded) form submissions page.
- jmordicaAnswered on April 21, 2015 at 12:04 PM
Bump to this
- markashtonAnswered on April 21, 2015 at 12:14 PM
Yeah ... I was thinking about this just today ... and how great it would be.
Come on man ... everyone's piping up on this one ...
Provide us with the ability to allow OUR clients to edit submissions in a non-branded interface.
Many Thanks Mark
- JotForm SupportdavidAnswered on April 21, 2015 at 12:38 PM
Due to the release of several large features and several more on the way, it is unlikely that will be done any time soon. The best course to providing an unbranded interface for your customers would be to setup your own custom version of JotForm:
- markashtonAnswered on April 21, 2015 at 12:49 PM
Setup your own custom version of jotform ?
What? One that is 3 years old ... utilising the old folder system ... without any of the functionality developed in the last 3 years.
Look folks ... if you really need this ... like I do / did ... try this: http://v3.logiforms.com/
Costs ... but is class ;-)
- Jayne25Answered on February 09, 2016 at 12:29 PM
Oh dear Jotform. This is what I have been waiting for all the years I have used you. This is the future especially for our business. Is there any chance of having a client their submission or not? I may have to move on to another provider if you are not going to build this soon.
- JotForm SupportdavidAnswered on February 09, 2016 at 01:46 PM
It is possible for clients to get their submissions without giving them access to your account, however, not in the white label manner requested in this thread. This is done by sharing the form with them as a sub-user:
Or via a Google docs spreadsheet:
As far as a white label version of the form submissions, I do not believe that there is anything in the works as of this time.
- markashtonAnswered on February 09, 2016 at 01:58 PM
Mean't respectfully to David ... as I've been down this route ...
Don't do the first ... the client will know exactly what you are paying per month and could decide to use Jotform directly. It is not a solution. It will compromise the relationship with your client.
The second ... Google Docs integration with Jotform ... just keeps breaking. i would be extremely surprised if it it is fit-for-purpose on a continuous basis. Just search for Google Docs on the forum and look how many problems people have had. Not saying it's jotforms fault.
Try providing submissioins in a grid report ... then adding an edit submissions link in the grid report.
Clients can then edit .. don't know about deleting.
Good luck. This is a much needed feature ... but apparently there is little call for it.
- JotForm SupportdavidAnswered on February 09, 2016 at 03:10 PM
Thank you very much for added workaround. A grid report:
With an edit submissions link is indeed much more consistent as far as presenting and editing their data. If the white label option is something we add, we will update this thread as soon as we do so.
- JayneAnswered on February 09, 2016 at 03:19 PM
This is something that would be good for Jotform.
Why the heck would you not consider offering this. Can you not imagine the scope fir your users?
I've been searching for this function for ages.
Sure others have been too. Not everyone's a developer.
Do some competitive analysis. Otherwise you'll just miss out to them.
- nutrbrandiAnswered on October 01, 2016 at 09:22 PM
Any chance JotForm is now considering offering white label access for clients?? I just created a sub-user account to test the functionality, and an email came from JotForm requesting the sub-user sign up with JotForm to access the form. *sigh
I need to be able to give my client a username and password to access as a sub-user (to review entries and reports/analytics from entries), without them knowing I'm using JotForm. Mark is making very valid points and clearing explaining the reasoning why this is a much needed feature for JotForm clients (as Mark says, revealing to our clients that we're using JotForm is NOT an acceptable option).
I've been using another form builder and I've seen other form builders that accommodate an entirely white-labelled access, and I'm surprised you haven't incorporated this functionality with JotForm (given what a great platform you have). I was hoping to use JotForm because it has every feature/functionality I need to incorporate into the form I'm creating...but I won't be able to do so unless my clients can view entries and see some reports generated from the entries themselves - in white label format!
PLEASE consider this ASAP.
- JotForm SupportjonathanAnswered on October 01, 2016 at 10:30 PM
We will attend to your concern here https://www.jotform.com/answers/948279
- annettetgAnswered on October 17, 2016 at 05:30 PM
I am too looking for a way where I can give access for my clients to view and edit their submissions if required. I love Jotform and use it for many of my clients, BUT the one thing missing is for us designers to give a white label option for this access to our clients.
Ideally it would be great if I could setup a sub-login for my clients under my account, so they can see their submissions and do reports, but I don't want them to see the Jotform branding or have them receive any information from Jotform etc.
You might think that you would be missing out on revenue by providing this unbranded user area, but in reality my clients wouldn't be candidates for a creating forms, that is what they pay designers to do it for them. So in fact if you offered this, you would probably increase your revenue from designers as it becomes a much more powerful tool for us.
I was hoping that when I came across this post, that seeing it had started in 2013 that there would be a solution by now, but it seems not.
- JotForm SupportdavidAnswered on October 17, 2016 at 06:40 PM
This ticket has been cancelled and as far as I know, there are no current plans to offer a fully white label version of JotForm at this time. We understand there is a use for having such a feature, however, it is not something that is being prioritized.