Advanced form with user login

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    preachason
    Asked on March 04, 2015 at 01:55 PM

    I love Jotform and the integrations, but there are a few things I would love to be able to do. I am a graphic designer who works in events, and I use Jotform primarily as a way to gather design requests and content from clients.

    – would love to be able to have clients "login", so to speak, and see all the requests they have made in one place

    – would love to be able to attached a PDF of a layout to a submission as a "proof", of sorts, for the client to review

    Any ideas? Thank you in advance!

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    Kiran
    Answered on March 04, 2015 at 02:48 PM

    Unfortunately, creating login forms is not allowed using JotForm due to our terms of usage. The login forms created will be considered as phishing forms and it leads to suspension of accounts. However, you can create a form with accepting the key using normal textbox labelled as secret code or access code to display all the other hidden fields when the code is matched by using conditions wizard as below.

    You can generate the report (Grid report/HTML table/Visual report) of submissions and embed it on your JotForm by using iframe embed widget. But it shows all the submissions of your JotForm.

    Hope this information helps! Could you provide more information on the attaching PDF so that we can guide you in the right direction?

    Thanks!

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    preachason
    Answered on March 04, 2015 at 03:25 PM

    Interesting – could it work in reverse? In other words, could the form generate a unique number based on email, that the person could then enter to view all submissions associated with that number?

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    david
    Answered on March 04, 2015 at 04:31 PM

    Hi,

    Though I do believe it may be possible to accomplish what you asking for in theory.  The amount of setup it would take as far as I can tell would be pretty rough.  Since you can filter the data included in visual reports and they are automatically updated each time a submission is sent, you could have an embedded visual report for each one of your clients that is shown based on something such as an ID.

    Mind you I am not 100% sure it would work and it would require many conditions and reports to be created, I do believe it can be done.  I initially was going to say it is not possible but I did some testing that led me to believe I may have been wrong.  I didn't want to say it wasn't if indeed it might be.  Though I believe with the amount of work involved and the potential it may not, I don't think it is worth it.