How to restrict submitters' editing capabilities when editing their own form?

  • Profile Image
    Lugithesh
    Asked on March 30, 2014 at 06:34 PM

    Hello. First of all, congratulations for such an amazing form creator!

    I am setting up a form which would allow people to make a reservation for a paid event. Customers can either pay the full price the first time they submit the form OR pay a small amount and then pay the rest of the cost. I have set up an upload field to assign the receipt to the customer. Since this is a two-step procedure (I haven't figured out any other way of completing this, I'm accepting suggestions :-) ), I had thought of letting them edit the form once they make the second part of the payment so they can upload another file via multi-upload (using conditions, those who made the full payment would not be sent the edit link on their e-mail autoresponder).

    I am expecting a relatively high amount of submissions and receipts to keep track of, so I am designing a way of keeping an automatic database with receipts assigned to each client because handling them by e-mail can be troublesome (people forget to add their reference or name to the receipt, etc.). So the question is:

    Can I restrict editing to just the upload field, so that the submitter cannot modify any previously entered data (nor delete the first uploaded file) but upload a new file (either using the same multi-upload button or a different one)? I am especially interested in the second part, since I want that file to be kept intact.

    Thanks in advance!

  • Profile Image
    ashwin_d
    Answered on March 31, 2014 at 01:42 AM

    Hello Lugithesh,

    Upon checking your form, I found that you have not added form fields but just the "Text" fields. That is the reason I am unable to understand your requirement clearly.

    Are you planning to use any of our in built Payment questions to process the payment? Please be noted that it will not be possible to edit the payment submission data. 

    Do get back to us on this and we will try to find a solution for your requirement. If you are not trying to process payments (since you want users to upload receipt)I believe, adding two different forms will solve your problem. Here are the steps:

    1. Create a form to accept full payment or first part payment and upload receipt. I created a small demo form for this. Take a look here: http://form.jotformpro.com/form/40890472580963? I was trying to find a solution with the edit link but it seems that will not work.

    2. The users who have made part payment, you can send conditional auto-responder which will have a link to other from where your user can send/upload receipt of balance payment.

    We can refine or improve this process and possibly create a small demo for your better understanding. Do got back to us if you like this approach and we will create a demo for you.

    Thank you!

  • Profile Image
    Lugithesh
    Answered on March 31, 2014 at 04:09 AM

    Hello,

    I have added all the form fields in the next pages, maybe that is the reason you only saw text fields. The first page is informative only (legal conditions, etc.), second one is personal data, third page is parental data (the event involves minors, who need authorization) and the last page is payment processing (where the payment options are made). Conditions are in place to show/hide payment fields depending on the options chosen.

    Your 2 form solution might be good, I will give that a try and see if it suits the planned workflow for submission handling and file handling.

    Thanks!

  • Profile Image
    Carina
    Answered on March 31, 2014 at 09:14 AM

    Please get back to us if additional support is needed.

    Thank you