Allowing others to edit the submission

  • mplank
    Asked on February 20, 2015 at 10:14 AM

    The idea is Person A would fill out page one of the form and hit submit.  This would auto-notify Person B to complete page 2 of the form.  I was able to use the ?jumpTopage function to add the link to the auto-notification 1, but when Person B hits submit on page two, it creates a separate record from Person A.  Is there a way for Person B to just update the record Person A has already created? Thanks.

  • Jan
    Replied on February 20, 2015 at 12:26 PM

    Hi there,

    Yes, it is possible. You need to add the "Edit link" in the email builder for your email notifications. This will allow the recipient to edit the submissions.

    Allowing others to edit the submission Image 1 Screenshot 20

    So you need to setup an email notifications wherein the recipient is the Person B. Once Person B received this email notifications, he can then edit it and submit it again. It will only be considered as 1 submission since it is an edited version.

    Related guide:

    http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications

    Hope this helps. Let us know if you need any help or any clarifications. Thank you.

  • mplank
    Replied on February 20, 2015 at 12:38 PM

    Hi,

    I understand that part, but is there a way to have the edit link skip to the second page.  The last entry from this forum (http://www.jotform.com/answers/497536) seems to be what I am looking for, but I wasn’t able to follow the instructions for how to format the hyperlink.  Any help is appreciated.

     

    Thanks.

  • Ben
    Replied on February 20, 2015 at 2:25 PM

    OK, so based on what you have mentioned, you should build a link following these steps:1. Go to email / thank you page and add the text that you want to have shown for the link

    Allowing others to edit the submission Image 1 Screenshot 30

    2. click on Add link button

    3. insert the following into the add link field:

    {edit-link}?jumpToPage=2

    Allowing others to edit the submission Image 2 Screenshot 41

    Once you enter that into the Link URL field, click on Insert and that should be it.

    Do test it and let us know how it goes.

  • mplank
    Replied on February 23, 2015 at 12:17 PM

    Hi, 

    I did as you said and inserted {edit-link}?jumpToPage=2 into the Link URL, but when I tested it, it just brought me to a blank webpage.  It did not even take me to my form.  Do you have any other suggestions?  I appreciate the help.

     

    Thanks 

  • Ben
    Replied on February 23, 2015 at 12:58 PM

    Oh, I apologize, I see the mistake I made, it should not be:

    {edit-link}, but {edit_link} instead - difference being in the type of dash used.

    Now when I tested it just now, it seemed that it was creating a link from the root itself, so that would not work for us properly and to adjust to this as well, this is the link that will work:

    /form.php?formID=50534633277961&sid={id}&mode=edit&jumpToPage=2

    The only part of the link that we always have to change is the one in bold and it should be replaced with a form ID of the form that the submissions are being made under.

    Now for jumpToPage to work properly, I also changed the ? (question mark) to & (ampersand) as only one can be in the link.

    Using / at the start of the link will create the proper root domain for us no matter where your jotforms are being submitted to (us, eu, com etc).

    You can see and clone the jotform: http://form.jotformpro.com/form/50534633277961 with the thank you page set as mentioned in this response and you can clone it to your account following these steps: How to Clone an Existing Form from a URL

    Do let us know how it goes.

  • mplank
    Replied on February 24, 2015 at 11:56 AM

    We were able to use the link that you suggested above to jump to page 2, but when we entered information onto page 2, it still saved that information as a separate record from page 1.  How can we have all information saved to one record?

  • Kiran Support Team Lead
    Replied on February 24, 2015 at 1:29 PM

    When the mode is chosen as edit, it shouldn't add new submission when the form is submitted using this link. Each submission is unique and has it own submission id. When I tried to edit the submission, it is displaying the same submission and I was able to edit the existing submission itself.

    Could you provide us with the complete link being set or displayed on your emails so that we can take a look and guide you in the right direction.

    Thanks!