Escalation of form completion to another user

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    mikedunaway
    Asked on July 10, 2015 at 04:58 PM

    We would like to be able to have an individual complete a form online, then upon completion and submission, escalate the form to another individual (i.e. supervisor) who would complete and submit additional fields on the form (preferably not visible to the original submitter).

    Is this possible?

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    Mike
    Answered on July 10, 2015 at 07:19 PM

    This is possible to automatically email a submission edit link to the supervisor (see this guide about the edit link).

    Then, show the "hidden" fields to the supervisor based on access code (can be done with conditional logic on form).

    We can also hide the form fields in another manner.

    In this case, it will be possible to submit such fields from Submissions page. Take a look at the following guide to get the idea about this.

    How to Assign a Status to Submissions

    Please feel free to contact us if you need any further assistance.