How can I file submissions based on subuser/recipient?

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    CAACadmin
    Asked on February 03, 2016 at 02:52 PM

    Background: I manage ten medical clinics.  I have conditions in my form that dictate which clinic receives the notification and the form. Each clinic may need access to a different clinics forms at any given time, so I don't want to restrict access, but I need to be able to sort submissions.

     

    Question:  How do I create folders (one folder per clinic) that submissions will be filtered in to based on their recipient?  

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    Kevin_G
    Answered on February 03, 2016 at 06:13 PM

    If you are using a field with your condition to send the email, then submissions can be filtered and then you can download a report. 

    Conditions can not be managed or grouped in JotForm automatically, however, you can download them on Excel, PDF or CSV reports.

    http://www.jotform.com/help/73-How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF.

    You just will need to type the filter on the search text box:

    But, the field that you will use to filter your submissions should be unique, for example, if you will use a drop down, then the options should be unique, if you use as options:

    One

    Two

    Three

    Then, these options should not be present on other fields, you can use for example names, and then filter and download your submissions.

    Hope this helps.