What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Do you have Customer Logins page to Update Forms at Later Date

    Asked by Dhaval Udani  on February 21, 2016 at 03:36 PM

    Do you have the following features:

    1. Customer Logins to allow folks to save draft and return to fill the form and even change it post submit based on certain conditions.

    2.

    Do you allow for workflows, reports, APIs and email templates to be sent manually as and when desired?
    customer login login page
  • Profile Image
    JotForm Support

    Answered by jonathan on February 21, 2016 at 04:35 PM

    Thank you for contacting us.

    I recommend creating an account first before proceeding furher. You can use this link http://www.jotform.com/signup to signup to JotForm using your email account.

    As to your inquiry...

    #1

    This feature is available on the form already. You can review this user guide on how this feature works.

    user guide: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    ---

    #2

    We will attend to the other question here  http://www.jotform.com/answers/777496

     

    Let us know if you need further assistance.

  • Profile Image

    Answered by Dhaval Udani  on February 22, 2016 at 08:46 AM
    Thanks. But can a customer edit the form post submission if the administrator/user allows him/her to do so. i.e. want to see if a workflow is possible between the customer and us wherein we review the form submitted by him/her and send back to them for correction.
    Warm Regards,
    Dhaval Udani
    Founder & CEO
    +91 99200 46750
    22.02.2016, 03:04, "JotForm" :
    ...
  • Profile Image
    JotForm Support

    Answered by Charlie on February 22, 2016 at 10:17 AM

    The edit link will allow your users to edit the submission, it does not have any special permission settings that will prevent your users to edit the submission. As long as they have the edit link, they will be able to update it. 

    The edit link can be forwarded to them via email notification, if you want to conditionally send the email notification based on user inputs, it is possible using conditional logic. Here's a general guide about the conditions: http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic 

    Here's a specific guide on how to send the notifications based on a user input: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection 

    I see the workflow process is mentioned in this other thread that you have: http://www.jotform.com/answers/777496

  • Profile Image

    Answered by Dhaval Udani  on March 04, 2016 at 08:45 AM
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    ...
  • Profile Image
    JotForm Support

    Answered by jonathan on March 04, 2016 at 08:51 AM

    Hi,

    Your latest response seems to be encrypted. So we are not able to properly read it.

    Please resend your reply in normal plain text so we will be able to properly provide you the assistance.

    Thanks!

  • Profile Image

    Answered by Dhaval Udani  on March 04, 2016 at 09:45 AM
    I am not sure why you are getting it encrypted. Nothing different from my end. Am sending response again.
    Sorry for the long silence. I have a slightly more convoluted use case that I need to check if JotForm can support.
    1. First of all I need to know whether you can support users with different levels of privileges for editing forms - kind of Maker-Checker users based on the status of the form..
    2. While I understand that the external customer can edit the form at any time and nothing prevents them from editing the submission, is it possible that the auto-responder that triggers post a submission gives a details of changes made and is sent to the internal user who sent the auto-responder mail. In essence I am trying to understand if the following is possible?
    i) External Customer enters and submits Form. If he edits form using the edit link, then auto-responder email informs internal user of the change made.
    ii) Post submission, form is assigned to Internal User. No other user can see/edit the form. Internal user reviews and can approve form by making changes to the form.
    iii) Post his approval it is approved by second-level user who can only see/edit forms which have been approved by first-level user.
    Both processes continue iteratively till approval.
    3. Is it possible to have an audit trail on the changes made to individual form entries?
    4. Do you have parent/child fields / table fields / group of fields that can be made repeatable? Or parent-child forms?

    5. Do you support pre-filling of data in fields?

    6. Do you have duplicate control / unique fields? Essentially prevent duplicate form entries in case we already have it in our database.

    7. Do you have reporting based on field values?

    8. Do you support tool tips / descriptions to help users fill up a form field?

    Warm Regards,
    Dhaval Udani
    Founder & CEO
    +91 99200 46750
    04.03.2016, 19:21, "JotForm" :
    ...
  • Profile Image
    JotForm Support

    Answered by Charlie on March 04, 2016 at 10:33 AM

    1. First of all I need to know whether you can support users with different levels of privileges for editing forms - kind of Maker-Checker users based on the status of the form..

    You can add sub account users and share forms to them with specific permissions. You can learn more about it in this guide: http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User 

    2. While I understand that the external customer can edit the form at any time and nothing prevents them from editing the submission, is it possible that the auto-responder that triggers post a submission gives a details of changes made and is sent to the internal user who sent the auto-responder mail. In essence I am trying to understand if the following is possible?

    i) External Customer enters and submits Form. If he edits form using the edit link, then auto-responder email informs internal user of the change made.

    ii) Post submission, form is assigned to Internal User. No other user can see/edit the form. Internal user reviews and can approve form by making changes to the form.

    iii) Post his approval it is approved by second-level user who can only see/edit forms which have been approved by first-level user.

    Both processes continue iteratively till approval. 

    I believe this is more of like a multi-level or multi-step form submission that you have. If I understand it correctly, you would like to have an submit-review-approve process flow in your forms. This should be possible using conditional logic to trigger specific email notifications and sharing the edit link to specific recipients. 

    Here's an example of the email notifications conditionally setup to send based on specific user input: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection 

    Here's the edit link that allows your users to update their submission: http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date 

     

    3. Is it possible to have an audit trail on the changes made to individual form entries?

    You can see the changes on the form itself BUT not in the form submissions. We do not have an audit trail that logs each changes made on the submission itself. But if you are referring to the form changes, then you can follow this guide about our "Revision History": http://www.jotform.com/help/294-How-to-View-Form-Revision-History 

     

    For the other questions that you have, I have opened separate threads for them so that we can better assist you. Please refer to the following links instead:

    http://www.jotform.com/answers/787381 

    http://www.jotform.com/answers/787382 

    http://www.jotform.com/answers/787383 

    http://www.jotform.com/answers/787385 

    http://www.jotform.com/answers/787386 

    We will address those concerns accordingly. Thank you.

  • Profile Image

    Answered by Dhaval Udani  on March 04, 2016 at 10:45 PM
    1. Is it possible to assign a form submission to a user such that no other user is able to see it? I am looking at having a user associated with a form submission. From what I understand in your example access control is at form level not at form submission level. And I cannot control access to a form entry based on a status field.
    2. While what you have understood is broadly true, if the external user made changes while the internal user was reviewing the form it would require the internal user to review the form again. Similarly for the external user. Also it does not prevent 2 internal users from reviewing the same entry at the same time thus making their work redundant.
    Warm Regards,
    Dhaval Udani
    Founder & CEO
    +91 99200 46750
    04.03.2016, 21:03, "JotForm" :
    ...
  • Profile Image
    JotForm Support

    Answered by jonathan on March 05, 2016 at 12:08 AM

    1. Is it possible to assign a form submission to a user such that no other user is able to see it? I am looking at having a user associated with a form submission.

    I think the Autoresponder E-mail will work for this.

    If you use the Autoresponder E-mail on the form, and the form respondent provided their email address where the submission will be sent, only that user will be able to see their own submission data.

    --

    for #2

    Again you may want to check Autoresponder E-mail and combine it with Edit Link

    The end-user will be able to review their own submission via the Autoresponder E-mail and then update the submission data using the included Edit Link in the email.

    Each end-user will not be able to see the others submission data which were all in the database in the View Submission page of the form.

    Please let us know your thoughts on this.

    Thanks.

     

     

     

  • Profile Image

    Answered by Dhaval Udani  on March 07, 2016 at 01:45 AM
    I think I have not adequately separated my use of terms for an internal user and external user. Let me rephrase my questions using these two terms.
    1. Is it possible to assign a form submission to an internal user such that no other internal user is able to see it? I am looking at having an internal user associated with a form submission. From what I understand in your example access control is at form level not at form submission level. And I cannot control access to a form entry based on a status field.
    2. While what you have understood is broadly true, if the external user made changes while the internal user was reviewing the form it would require the internal user to review the form again. Similarly for the external user. Also it does not prevent 2 internal users from reviewing the same entry at the same time thus making their work redundant. Is there a way to prevent that?
    Warm Regards,
    Dhaval Udani
    Founder & CEO
    +91 99200 46750
    05.03.2016, 10:37, "JotForm" :
    ...
  • Profile Image
    JotForm Support

    Answered by Boris on March 07, 2016 at 08:11 AM

    There is no conflict resolution that would prevent two people from editing the same submission at the same time.

    If two people were editing a submission at the same time, the last person who submitted their edit would be the one whose edit would remain. There is no distinction in such context between an "internal" user (admin) or an "external" user (person who originally filled out the form).

    When it comes to your question #1, you can send the email notification or an autoresponder conditionally to different people, based on a certain entry on the form:

    http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection

    If you also include the Edit Link in your conditional email, whichever "internal" person conditionally receives the notification email from your form can use it to edit the submission further.

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    Answered by Dhaval Udani  on March 07, 2016 at 08:45 AM
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    JotForm Support

    Answered by Charlie on March 07, 2016 at 11:52 AM

    Unfortunately, it seems like your reply is again encrypted in our end. Could you please try posting your reply by directly viewing this thread on a new web browser tab: http://www.jotform.com/answers/777463. You can use the reply area at the bottom of this thread. I presume the encryption happens when you are using your own email client.

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    JotForm Support

    Answered by Charlie on March 08, 2016 at 07:57 AM

    Yes, if you are referring to the edit link on a submission, then it does not change.

    Here's an example of a submission edit link:

    https://www.jotform.com/edit/333250919352284277 

    The last part of the edit link is the unique submission ID for each submission. That is correct, if you have shared 3 or more persons the edit link, then they will all have the same edit link for that specific submission.