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Multi faceted reportAsked by wfecrebates on May 27, 2016 at 04:03 PM
I have a request and it may already y be possible, but not sure. We are planning on using Jotform to have a sign up for an energy efficiency program.
It has 4 steps or aspects – 1. The individual consumer signs up to have an energy audit (we have a form for that and that part is easy) - 2. The auditor performs the audit with findings using the signup information - 3. The repairs are completed from the auditor’s findings with performance numbers – 4. The results are compiled.
Is it possible to have a form that has a “backside” to it that the public can’t see but our auditor and repair person can only see?
If this is already available, great. Please point me in the right direction to get it done. At this point, we will have to export the data from the sign up into a 4 sheet spread sheet with manual data entry of the other 3 pieces of information.
The URL below is where the initial contact from is.
If I understood your question correctly you are referring to an approval workflow. If this is the case, you can check the steps provided by my colleague here: http://www.jotform.com/answers/401633#401648 to see how can this be done.
You can also search for some other methods into our support forum: http://www.jotform.com/answers/search.php?search=approval+workflow.
Hope this will help. Let us know if you need further assistance.