How can I set up submissions to be view only?

  • ComplianceChief
    Asked on February 14, 2016 at 8:09 PM

    HI Jotform,

    How can I set up our submissions to be view only by our clients?  No download or save facility!!

     

    Thanks

    Lisa

  • Chriistian Jotform Support
    Replied on February 15, 2016 at 3:43 AM

    You may want to check out our Reports where you could generate an online report via a link to share with your clients. That way, they could view the submission information for your forms without allowing them to download it. Here's a guide on how to create form reports: How To Create Form Reports in JotForm

    Do let us know if you need further assistance.

  • ComplianceChief
    Replied on February 16, 2016 at 1:09 AM

    Hi Jotform,

    Thanks...I understand how to create a report.  but I don't understand how I then make that accessible to the client.

    As it stands now I have provided them with a hyperlink to the submission so they can view at anytime what they have submitted.

    I can't create a report every time a client makes a submission.  I need the submission not to have the option to download...that is for the client only.  But I need the option to download.

    We have 20+ Clients & a minimum of 10+ forms for each of them.

  • Chriistian Jotform Support
    Replied on February 16, 2016 at 2:35 AM

    You can use the html table listing report for your purposes. You only need to create the report once per form, and any user who has the link for that report can view all the submissions for that form. The report will also automatically update the data when there are new submissions. Furthermore, the viewer will not have an option to download the data. Simply share the link provided to your clients. Here's a guide to help you set it up: How to create an HTML Table Listing Report?

    This is how it would look once you have set it up:

    How can I set up submissions to be view only? Image 1 Screenshot 20

    You can also check out this demo of a table listing report here: https://www.jotform.com/table/60461464812049

    The submissions from this form https://form.jotform.com/60461749992973 will appear in the report above.

    Do let us know if you need further assistance.