How can Manager's access forms once they are already submitted?

  • HomegrownPartners
    Asked on October 26, 2016 at 2:11 PM

    In regards to submitted forms-we will have 10 different managers submitting these forms. If they want to view a form X weeks after the fact, are they able to log in and see forms they have already submitted? Do they create a user account or is it based on email?

  • jonathan
    Replied on October 26, 2016 at 4:59 PM

    If you meant you want the managers to view the submission data of the form even though they do not have JotForm account, yes they still can.

    You can just share the form's submission data to the managers. Follow user guide below on how to share.

    User guide: How-to-Share-Form-s-Submissions-Page

    You can also control which date range (i.e. X weeks) you want to be shared. You can do that in the view submission panel as well.

    While on the form's submissions page, click on Preferences icon (small gear image on the screenshot below) on the right side and select a date range. 

    Click the Time Frame drop down to show the list of options for partial downloading of submissions.

    How can Managers access forms once they are already submitted? Image 1 Screenshot 30

     

    You can also use "Custom Time Frame" to limit the date range of your submissions so you can get a smaller batch of submissions for easier download.

    How can Managers access forms once they are already submitted? Image 2 Screenshot 41

     

    Hope this help. Let us know if you need further assistance.

    --

    Related guide: https://www.jotform.com/help/232-How-to-share-forms-with-a-sub-account-user

  • HomegrownPartners
    Replied on November 14, 2016 at 3:08 PM

    I want to know after I create these sub user accounts AND I share the forms with them, can ALL sub-users view the forms submitted, or can ONLY the users that submit the forms view them?

     

     

    I unfortunately purchased an upgrade without a final answer on this and am seeing that EVERYONE can see the forms submitted. I do NOT want this to happen.

  • David JotForm Support
    Replied on November 14, 2016 at 4:13 PM

    You can select which form each sub-user has permissions for:

    How can Managers access forms once they are already submitted? Image 1 Screenshot 20

    There are two different options, share all forms or select from my forms.  The second option will allow you select which forms that specific sub-user has access to. 

  • HomegrownPartners
    Replied on November 14, 2016 at 4:45 PM

    I understand that. What I continue to ask is if it is possible to have 10 people having access to the same form, but only having visibility to the forms that ONE person has submitted, not all 10 users submitted forms.

  • David JotForm Support
    Replied on November 14, 2016 at 6:06 PM

    I see what you mean.  No, it is not possible to allow for access to only certain submissions within the same form.  You would need a different form for each manager.  You could clone a fresh copy of the form for each manager and allow them access to only that form:

    https://www.jotform.com/help/27-How-to-clone-an-existing-form-from-your-account