Can different sections on a single unique form be completed by different individuals?

  • DThalasitis
    Asked on April 3, 2015 at 3:36 PM

    We have a 17 page employee information form we are converting from Forms Central.  The first 15 or so pages are filled out by one individual and answers could expand the form to about 18 pages.  Then the supervisor reviews the employees information and fills out their own section of the form (1 page); then a manager reviews all and approves.  Is it possible to have the process work on-line.  Previously we've downloaded the form as a PDF, had it routed as an attachment through email and submitted by the last person touching the form (filling out their section).  

  • jonathan
    Replied on April 3, 2015 at 4:31 PM

    There are 2 methods that can achieve this.

    Here are the user guides:

    1. -How-to-Save-Forms-to-Continue-Later

    This method will require the different individuals to have access to the email session link that will allow each of them to view the current progress/updates that was done on the form.

    Can different sections on a single unique form be completed by different individuals? Image 1 Screenshot 30

    Each one can go back to the form, update/edit the content -- the latest updates will always reflect on the form. Every time the session email link of the form is used to open the form, the latest update/modification should be seen by the individual

    The email session will end or will stop the updates once an individual finally Submit the form.

     

    2. -How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

     This method will allow each individual to access the form AFTER it had been submitted already. If each individual is given the Edit Link of the form, they will be able to edit the submission data.

    Can different sections on a single unique form be completed by different individuals? Image 2 Screenshot 41

     

    The edits/modfications will be applied on the form submission data when the individual re-submit the form again with updates/modifications on it.

    Hope this help. Please let us know if you need further assistance.

    Thanks.

  • DThalasitis
    Replied on April 4, 2015 at 8:07 AM

    How to Save Forms to Continue later documentation says your system cannot handle a lot of drop-down menus--what is a lot?  In a 17-page form we have 50 drop down menus.

  • abajan Jotform Support
    Replied on April 4, 2015 at 11:09 AM

    Thanks for asking, it's not the number of drop-down menus but the number of options per menu to which the documentation is referring. So, 50 drop-down menus should be fine. Our colleague EltonCris provides additional info about this here:

    http://www.jotform.com/answers/171664


    Cheers

     

  • DThalasitis
    Replied on April 6, 2015 at 7:10 PM

    Is is possible to prohibit changes to an already completed section when using "Notifications to Multiple Recipients?"  Back to my scenario where the first part of the form is filled out by the employee, another section by the supervisor and a final section by the manager.  Or is there another option to allow that, i.e. some use of conditional logic.  Thank you as always for the informative responses.

  • jonathan
    Replied on April 6, 2015 at 8:24 PM

    I assume you were referring to the 1st method

    1. -How-to-Save-Forms-to-Continue-Later

     

    Yes, there is a way to prohibit or hide a section/content of the 2nd form.

    That is by using Conditional Logic on the form.

    -Smart-Forms-Using-Conditional-Logic

    Can different sections on a single unique form be completed by different individuals? Image 1 Screenshot 20

     

    For example, you can add a Textbox in the 2nd form that serve as a pass code. The pass code needs to be applied if the user is qualified to view a section/details on the form.

    This can be done using the Show/Hide or Skip page condition logic.

    Hope this help. Let us know if you need more assistance.

    Thanks.

     

     

      

     

     

     

  • DThalasitis
    Replied on April 6, 2015 at 8:36 PM

    Hi--want them to be able to view, but not change what's been previously entered.  Is there a condition for that?

  • abajan Jotform Support
    Replied on April 6, 2015 at 9:56 PM

    While there's no way in the conditions wizard to set a field to read-only if a certain condition is met (although that would be a cool feature), one possible workaround I can envisage would be use Update a form field value conditions

    Can different sections on a single unique form be completed by different individuals? Image 1 Screenshot 30

    to have the fields intended to become read-only populate other fields with their answers. Show / Hide a form field conditions

    Can different sections on a single unique form be completed by different individuals? Image 2 Screenshot 41

    can then be used to simultaneously hide the fields where the entries were made and show the fields to which their values would be copied. Let me work of a demo and get back to you.

    Thanks