Who can edit a record?

  • Profile Image
    gormik
    Asked on November 08, 2013 at 07:21 AM

    Hi! We use Jotform to booking of appointments. Customers book by them selv on our website.

    Now i want to mark each customer record with a yes / no about the customer showed up or not. It is very important for our statistics as we are a free public service.

    Is this possible and is this possible that my collegues (three persons) can mark this by them self, or could this only be done by the admin?

    Thanks for answer :-)

  • Profile Image
    guilledutra
    Answered on November 08, 2013 at 08:42 AM

    Hi,

    you can share your submission panel, in order to let other person  edit the submission data. Your submission panel will be password protected so you can share it only with the persons allowed for this action.

    From MY FORMS page:

    1. Select your form from the list

    2. Click on "Submissions" Icon

    3. Open the submission panel settings and click on "Make This Page Public"

    4. Enter a submission panel password

    5. Copy and share the generated link 

    Hope it helps

    please let us know if you need further assistance

    Thanks

  • Profile Image
    gormik
    Answered on November 08, 2013 at 05:37 PM

    Hello and thanks!

    It works very well exept of that i cant find an edit button on the record. Is this something else that has to be done? To the right when logged in as admin, i normally find a logout and edit button, but when logged in following this metod, i only find a logout button to the right.

    How to edit?

  • Profile Image
    jonathan
    Answered on November 08, 2013 at 06:17 PM

    @gormik

    Hi,

    If you are referring to this form http://www.jotformpro.com/form/32732354635959 , I checked and found that this form is currently disabled under your account.

    To re-enable the form, please use the numbered image below after going to this  URL https://www.jotform.com/myforms/

     

    To access the form's Submissions page, again use the image guide below

     

    after clicking on "Submissions" button, you will find the form submission EDIT button on the right upper portion (use image below for guidance) in the submission page.

     

    Please inform us if you need further assistance.

    Thanks.