Is there a way to add notes to submissions?

  • dhhs
    Asked on September 5, 2015 at 11:06 PM

    Hello,

    I was wondering if it was possible to add notes to a submission after it has been sent. We want to keep track of how much of each request has been fulfilled.

    Thanks!

    Matt

  • BJoanna
    Replied on September 6, 2015 at 4:09 AM

    If I understood you correctly you want to add notes to submissions that you have received.

    You can achieve that by adding one additional field to your form. You can name it "notes". And than you need to hide that field inside of Form Builder.

    Is there a way to add notes to submissions? Image 1 Screenshot 20

     

    That way your "notes" field will not be visible to your users.

    However when you create Excel report that field will be visible. Then you can add your comments inside of excel report.

    Inside of this articles you can find out how to create excel report:

    http://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel 

    http://www.jotform.com/help/101-How-to-create-an-Excel-Report 

    Hope this will help. Let us know if you need further assistance. 

  • dhhs
    Replied on September 6, 2015 at 1:02 PM

    This works great. Thank you so much! :)