How to make notes in a completed submission

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    officialsleepingbeauties
    Asked on February 03, 2021 at 03:13 PM

    I'm wondering if there is a way to make notes on each individual section of a form after it has already been completed by the client, and without my notes being sent to them as updates? I know that I can edit the submission, but that's not what I'm looking for. I'm looking to see how I can add my own notes beside their answers, so that I can have my analysis of the intake alongside their answers for when I speak to them. Is this possible?

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    Katherine_W
    Answered on February 03, 2021 at 07:50 PM

    Hi there,

    Happy to help!

    You could create a new column in the corresponding Tables for your Notes for each submission like so:

    1612399561_601b43c9a6dfa_addnewcolumn.gi

    And then you can edit the cells in the Notes column per submission: unless you share your Tables view, your respondents won't be able to see your Notes:

    1612399824_601b44d0e7a00_notescolumn.gif

    Would this be what you're looking for? We await your response.

  • Profile Image
    officialsleepingbeauties
    Answered on February 08, 2021 at 02:11 PM
    Hi there
    It looks like in theory this would work, but I don't see the option you're
    showing me. Here is (one of) the forms I would like to be able to add notes
    to: https://form.jotform.com/201813990316050
    Where do I go to add the table that is hidden?
    Thanks,
    Cayla
    ...
  • Profile Image
    Sonnyfer
    Answered on February 08, 2021 at 06:19 PM

    Hello Cayla - You can click + ADD and then select either Short Text or Long Text from the Basic tab as your Notes column.

    1612826334_6021c6de04b26_

    Let me answer your additional question on the following ticket link to avoid confusion. https://www.jotform.com/answers/2883723