- ElimmeeAsked on March 11, 2016 at 04:42 PM
Thanks for all your help that the jotform staff have given over the last two weeks!
I have a goal that may not be possible but here goes:
We get lots of volunteers applying to us for different programs which each have different staff overseeing them.
I have already made it so the form after submitted will go to the right staff member. But I also want to help them collect them in a report of their own volunteers. Right now, of course, the report is of ALL the volunteers. I don't want all the staff to see info of volunteers who are not theirs. My question is what is the most effective way to get a report differentiated on the program ( which is a field in the form, called staff guiding you)
- BorisAnswered on March 11, 2016 at 05:25 PM
This will depend on the type of reports you are looking at.
I'm afraid that at this moment, we do not have a way for filtering Excel/CSV or Table/Grid reports based on a form field. However, we do support this on Visual Reports:
You will need to use the Visual Report Filters, and filter your submissions based on Question And Answer:
If you are looking at some other kinds of reports, I'm afraid that we do not have such a way for filtering. The two workarounds that come to mind would be to (1) download the Excel file of your submissions and manually filter out the data that you do not want others to see, or (2) to use different forms for each of the ministries that they are applying for.
In the latter example, you would have a very short main form where they select which ministry, and upon submitting it they are redirected to a different form with questions specific to that ministry. This way, each specific form would have its own submissions page, and its own submission reports.