Form for use by multiple workers

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    NWellness
    Asked on March 17, 2021 at 12:53 AM

    We have a food truck and two people help to take orders. On different days I have different people help with orders, so it can change every day. I want to know/track which person submit orders during their shift. I want to create a form like this

    [ID SCREEN]

    helper enter their ID to "start session" - no need to enter again

    [ORDER SCREEN]

    helper take orders (each order tagged with value from [ID SCREEN] during their shift and submit to kitchen to prepare ... as long as they do not "end session" all order submissions will have ID for helper

    at end of shift, helper can "end session" (go back to [ID SCREEN])


    Is this possible with Jotform?

  • Profile Image
    Bojan_J
    Answered on March 17, 2021 at 07:01 AM

    Greetings.

    To achieve this, you need to create a form with two pages. On the first one, your users will enter their ID, and you can hide the next button using conditional logic. On the second page should be your regular form.

    Once the form is submitted, you can redirect the user to the same form, prefill it using the information from the previous submission and jump to the second page.

    I have created a test form for you here:
    https://form.jotform.com/210753237019047

    You can use TEST or 123 to access it. Feel free to submit the form as many times as you wish and to clone it to your account to see the conditional logic behind it. If you wish to get an email notification once the form is submitted, leave your email as well, but this is not required.

    You can click here to see how to clone the form.

    If this solution works for you, let us know and we will provide additional information on how to create it on your form.

  • Profile Image
    NWellness
    Answered on March 17, 2021 at 07:30 PM

    @Bojan_J

    This is excellent ... you understood my explanation clearly. I have cloned your example and in the process of making it fit my parameters. I have two questions:

    1. will the ID be attached to every submission once entered?
    2. how do I get back to the first page to enter a new ID (when the worker shift is done and the next person come on)

    Thank you again - so far this is working out well for what I need.

  • Profile Image
    Jessica_H
    Answered on March 18, 2021 at 01:33 AM

    Hi NWellness,

    will the ID be attached to every submission once entered?

    The ID will be attached to each submitted submission.


    how do I get back to the first page to enter a new ID (when the worker shift is done and the next person come on)

    You may consider changing your Thank You page to redirect to an external link after submission and enter your form URL. Or, you can add your form link inside the custom Thank You page.

    1616045527_6052e5d70c434_

    Let us know if you have other questions.