Multiple Users to Fill 1 form

  • YOLO
    Asked on March 21, 2016 at 1:32 AM

    Hi, 

     

    I was wondering if it is possible to pass forms between people of different departments to fill out different sections of the form ???

     

    Could you help me understand if this functionality is possible. Will be a huge success for us to use your app in the long term. 

     

    Thank you

    Shalaka

  • Chriistian Jotform Support
    Replied on March 21, 2016 at 1:58 AM

    It is indeed possible to pass forms between people of different departments. What you can do is to add an Edit Link in the autoresponder of your form. Here's how: How to Let Users Update Their Form Submissions at a Later Date

    When you add the Edit Link in the autoresponder, once the form is submitted by the first department, the autoresponder email will have a link that the second and third department can click to edit the form submission.

    Here's a cloned form that I modified so you can see the Edit Link feature in action: https://form.jotform.com/60801300050939.

    Do let us know if you need further assistance.
    Regards.

  • YOLO
    Replied on March 21, 2016 at 3:45 AM
    Thanks for that. It has clarified my first problem. I can have edit links
    in my email notifications.
    Second issue is around multiple levels of submission in the form.
    Eg. Person 1 fills forms and notification is sent to Person 2 & 3. Now
    Person 2 needs to fill second of the form and this notification needs to be
    sent to Person 3 & 4.
    Is this level of flexibility possible?
    ...
  • Chriistian Jotform Support
    Replied on March 21, 2016 at 4:59 AM

    You can add a Change E-mail Recipient condition so that if certain fields are filled, the email will be sent to different people. Here's a guide that can help: Smart Forms Using Conditional Logic

    sample condition: If approved by finance is equal to yes, the autoresponder will be sent to a specific address or addresses stated in the condition.

    Multiple Users to Fill 1 form Image 1 Screenshot 20

    If you need further assistance, do let us know.
    Regards.

  • YOLO
    Replied on March 23, 2016 at 6:45 PM
    Thank you again, really helpful.
    We are now using jot forms.. just wanted an understanding on whether with
    the free account - 100 MB is a per month storage feature or all in all only
    100 MB feature? Is this storage on your browser ? ..
    I do not think this includes google drive right?
    What happens if we exceed 100 MB - do we lose some of the form data on your
    site??
    Also, what does 1000 monthly form views mean ?
    ...
  • YOLO
    Replied on April 25, 2016 at 10:44 PM
    Hi,
    Looking to purchase your bronze plan.
    I had a clarification around your multiple form entries feature. I have no
    check on multiple form entries on the preferences tab.. the form still does
    not let me fill it twice... I dont know what is wrong

    ...
  • Chriistian Jotform Support
    Replied on April 26, 2016 at 12:10 AM

    I have moved your concern to a separate thread so we can assist you better. You can check the thread here: https://www.jotform.com/answers/826357. We will attend to your concern on that thread accordingly. If you have any other concern, please feel free to contact us again by creating a new thread: http://www.jotform.com/contact

  • MichielMascini
    Replied on July 14, 2017 at 3:04 AM

    Hi This is wat I was looking for. Only I need a little more. Is is possible after person 1 is submitting the form, person 2 only see the fields person 1 has filled in and person 2 cannot edit them. So person 2 has to fill out only his fields and only see the fields from person 1?
  • Charlie
    Replied on July 14, 2017 at 4:21 AM

    @MichielMascini

    To better assist you, I have opened a separate thread for your concern, please refer to this link instead: https://www.jotform.com/answers/1199185. We will address it accordingly. 

    Thank you.