Edit Link Questions

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    Asked on December 05, 2013 at 04:50 PM
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    Answered on December 05, 2013 at 07:51 PM

    I apologize for the entry.  I found my answer and accidentally clicked the wrong button.

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    Answered on December 05, 2013 at 08:32 PM

    No worries. Let us know if you require any assistance, we are here to help. Cheers!

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    Answered on December 12, 2013 at 08:28 PM
    I haven't really had time to experiment with Jotform at the level I need
    to, but I've developed a crude workflow that maps out what I'm trying to
    [image: Inline image 1]
    Basically, there are 4 people (3 plus the submitter) who need access to the
    form. The management company (EMC) will get the original notice and record
    the receipt and copy of the form (printed to PDF) along with the
    attachments, updating a couple of fields on the form. Then it goes to one
    of three committee members (Approvers) for review and signature. It then
    goes to a second Approver who either approves it or sends it back for
    revisions to the Submitter. The Submitter makes whatever corrections are
    needed, attaches more documents and sends it back through the cycle. My
    questions are these:
    1. Based on this scenario, we would need 4 user licenses (EMC and three
    Approvers). The Submitter does not need a license, correct?
    2. Is there any way to restrict the visibility of the Submitter so they
    do not see the Approver areas of the form?
    3. The Submitter and the Approvers can edit the form in webform mode.
    They do not need to go to the form's spreadsheet to edit the data, do they?
    4. The form spreadsheet can be stored in Google Drive as a Google
    Spreadsheet just like Google Forms? That give us a running record of all
    submissions and their status.
    Based on this, it looks like we would need the $19.95/month license rather
    than the $9.95 license. There doesn't appear to be a way for me to test
    this without getting the necessary licenses up front.
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    Answered on December 13, 2013 at 03:17 AM

    Hi there,

    1. Yes that's correct, and 1 account is sufficient for this setup then share the forms to the 3 parties except the submitter.

    2. That is possible. There are two ways I could think for that requirement.

    a. Add a textbox field to your form (this will served as the key/password field) then create a condition that would reveal the fields for a specific group if the entered password on the textbox matches the condition. Here's how you can create condition:

    In order to avoid creating multiple conditions, check this guide to learn how to group fields using form collapse so you can create single hide/show condition. https://www.jotform.com/help/196-How-to-Hide-or-Show-Multiple-Fields-at-Once-Based-On-a-Single-Conditional-Entry

    b. Another solution is to use Page Break Tool. The same idea on the first method, add a textbox to your form and a Skip to Page Condition. If the entered password matches the condition, it would reveal the page break tool so the users will be able to jump to the specific page where the group of fields is placed.

    3. You're definitely right with that, just use the edit link feature: https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    4. Yes, you can integrate your form to Google Drive and Spreadsheet. Check below for the guides:



    We would greatly appreciate if you could separate each unrelated questions to a separate thread next time so we can assist you better and to avoid any confusions on the thread topic.