How do I make a three-party form?

  • boulderassoc
    Asked on April 13, 2014 at 8:49 PM

    Hello JotForm,

    Carina taught me how to make a two-party form.  Her insutrctions are below.

    Is it possible to add a third person to the form?

    1.  Employee completes the self-performance evaluation

    2.  Manager adds feedback on performance

    3.  VP also adds feedback on performance

     

    Thanks!

     

    Answered by Carina

     

    Just to clarify is one employee and one supervisor per form?

     

    It is possible. There are different ways to achieve this. 

     

    One is to add an email field where the emplyee would insert the supervisor's email.

     

    Then you would create an auto-responder email, select the recipient email to be the supervisor's email field:

     

    How do I make a three party form? Image 1 Screenshot 30 

     

    and insert an edit link in the auto-responder:

     

    How do I make a three party form? Image 2 Screenshot 41

    Hello JotForm,

    Carina taught me how to make a form that two differnt people can contribute to.  Her answer is below.

    Is it possible to make a three-party form?  I'd like ot get

    1. Employees self evaluation

    2.  Supervisors feedback

    3.  VP's feedback

      

    You can try by inserting your email in the supervisor field int his test form:

     

    http://form.jotformpro.com/form/40925732062956

     

    You can also clone this form if you wish.

     

    Let us know if we can be of more assistance.

     

  • Ashwin JotForm Support
    Replied on April 14, 2014 at 3:30 AM

    Hello boulderassoc,

    To achieve your requirement, you need to follow the exact same process explained by my colleague @Carina to add the VP's feedback as well. Only additional steps which you need to add is a conditional notification email will be added in the form which will only send submission email to VP if the "Supervisors" submit the form.

    I cloned your form and did the following changes in your form:

    1. Added a "Form Collapse" in form.

    2. Added the form fields for VP's feedback.

    How do I make a three party form? Image 1 Screenshot 30

    3. Added a condition to show / hide VP's feedback fields only when the fields related to Supervisor's feedback is filled.

    4. Added another condition to send submission email with {edit-link} to when the fields related to Supervisor's feedback is filled.

    How do I make a three party form? Image 2 Screenshot 41

    Please take a look at the following cloned form and see if this is what you wanted to achieve in your form:  http://www.jotformpro.com/form/41031425101938? Feel free to clone this form for a closer look. The following guide should help you in form cloning:  https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Hope this helps.

    Do get back to us if you have any questions.

    Thank you!