How to handle multiple users of the same form- protecting confidentiality of client submissions

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    Asked on August 01, 2011 at 11:24 AM


    I have created a link to several forms on my company website and have communicated to my staff that this will be a great resource for us to use with clients.  It just occurred to me, however- that the submissions will go to me- which is not what we would want for forms that are completed by other members' clients on my team.

    Is there a way to create seperate accounts- using the same that if a client goes to our website and completes a standard form (that we all use)...their submission would only be visible to the appropriate staff member?

    Please advise


    Natalie Trabert

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    Answered on August 01, 2011 at 03:10 PM

    Hi Natalie,

    I'm afraid that the only way to do this would be with seperate accounts, and clones of each form.  Here is some information on how to clone a form.

    However, if you can get the user to indicate the correct staff member some how, say with a drop down list within the form, then you can use conditions to change the email recipient based on the name that they select.

    Have a look here for more information on that:

    Just select "Send an email after submission" and then follow the prompts.  Let us know if you need any other other help.