multiple clients to complete single form

  • NoHo_Facilities
    Asked on May 28, 2022 at 9:45 AM

    Hi - I have a form (https://form.jotform.com/221472532100036) and I need part to be completed by one person, and dependant on their answers, I need someone else to fill in another part of the same form

    Is this possible without those people needing a login to JotForm?

    Thanks

  • Jeric JotForm Support
    Replied on May 28, 2022 at 10:14 AM

    Hello ReplayFilms,

    Thanks for reaching out to Jotform Support. Allow me some time to check this out and as soon as I have an update, I'll let you know.


  • Jeric JotForm Support
    Replied on May 28, 2022 at 10:59 AM

    Hello ReplayFilms,

    Thanks for your patience. For the sake of demonstration, I've cloned your form and created a scenario to explain that what you want to accomplish is possible.

    Let's assume that if "18) a) Approximate length of time which the child will spend travelling to and from the place of performance, rehearsal or activity each day" is filled, the user will be skipped to the submit page of the form and the rest of the field will be completed by another user. In order to accomplish this, I broke the form into 3 pages because the 2nd page will be filled out by another user.

    1653748454 629232e61b370 Screen Shot 202 Screenshot 10

    1653748621 6292338d8c36a Screen Shot 202 Screenshot 21

    Now next, we'll set a condition that if "18) a) Approximate length of time which the child will spend traveling to and from the place of performance, rehearsal or activity each day" is filled, user will be skipped to the last page to submit the form so that they won't have the chance to fill out the 2nd page. Here's the condition I set.

    1653748783 6292342fa3a57 Screen Shot 202 Screenshot 32

    Now next is to fullfill the next condition which is 2nd page should be completed by another user. In this case, we'll set an email notification to be sent to that user if the "18) a) Approximate length of time which the child will spend traveling to and from the place of performance, rehearsal or activity each day" is filled. First, we need to create the email notification as shown below:

    1653749236 629235f4a2146 Screen Shot 202 Screenshot 43
    Now next is to set the condition that email notification will be sent to the user who will complete the 2nd page. Here's the condition.

    1653749587 6292375332361 Screen Shot 202 Screenshot 54
    Please note that the email notification should have the edit link on it. That's the link that the user would need to click to complete the form and in order for them to fill out the 2nd page, they would need to break the condition to skip to the last page by leaving it blank.

    Here are of some related guides:
    Setting up Email Notifications
    Smart Forms: Conditional Logic for Online Forms

    This is just a sample scenario to explain the idea. If you have one in mind specific condition and having troubles to accomplish it, let us know and we'll guide you.