How to let multiple users complete one form submission?

  • kumialabama
    Asked on September 9, 2022 at 4:49 PM

    I am trying to build a form that my "New Hire associates" fill in themselves, online. But then I have questions that they are not allowed to answer, but I need another person in my HR department to fill in after they have completed their portion, and before the collected info is emailed to my IT and Payroll department as finished.

    What is the best method to preform this task?


  • Glenn
    Replied on September 9, 2022 at 5:32 PM

    Hi Kumialabama,

    I was able to create a similar to what you have mentioned by following this guide:

    https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/

    I hope this helps you.

  • Rose JotForm Support
    Replied on September 9, 2022 at 7:48 PM

    Hi kumialabama,

    If your goal is to let multiple users complete one form submission, you can add the HR's email address to the email notification's recipient list. Then they can use the "edit submission" link to edit the form and fill out their part.

    To hide the fields dedicated to your HR department, you can use conditional logic to only show the fields if the form is accessed from the edit link. The Get Form Page URL needs to be added to your form to achieve this.

    Here's the Hide/Show condition that you can use for my example:

    1662767237 631bd085e1859  Screenshot 10

    Please give it a try and let us know if you need any help.