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How can I file submissions based on subuser/recipient?Asked by CAACadmin 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?
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.
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:
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.