How to create a form and share it with colleagues?

  • Jo Wietheger
    Gefragt am 23. November 2023 um 08:40


    Ich habe mir ein Formular „Kontakt“ erstellt, das ich für eingehende Telefonate nutzen möchte und diese per Email an meine Kollegen intern im Büro weiterleiten möchte.

    Trotz entsprechender schulungsvideos bin ich noch nicht richtig weiter gekommen.

    Könnt ihr mir ein paar Tipps geben.



  • Gaud Jotform Support
    Geantwortet am 23. November 2023 um 11:07

    Hi Jo,

    Thanks for reaching out to Jotform Support. Unfortunately, our German support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know, and we can have them do that. But keep in mind that you'll have to wait until they're available again.

    Now, let me help you with your question. I can understand that you have created a contact form for the incoming phone calls. You'd like to share it with your colleagues. The link you shared is for the Kiosk mode, which is different from what you are looking for. Kiosk mode turns your device into a survey station. So, your form fillers can submit the form, and then the screen returns to the beginning. It's suitable for collecting online and offline data in meetings and conferences.

    Now, let me show you how you can create a form and share it with your colleagues via email. Jotform is an online form builder that provides a number of tools and 10,000+ customized templates. Here is a link for the contact form templates, which you can use and customize. Or dragging and dropping features or elements makes it really easy to create forms. I'll help you do it:

    1. In Form Builder, go to your My Forms page.
    2. On the left side of the page, click on Create Form.
    3. Click on the Add Form Element menu on the left side of the page.
    4. Under the Basic tab, scroll down the list, choose the options that you want, and then drag and drop them onto your form.

    How to create a form and share it with colleagues? Image 1 Screenshot 20

    This link will show you how you can share your form with your colleagues via email. Let me walk you through it:

    1. Open your form in Form Builder, and in the orange navigation bar at the top of the screen, click Publish.
    2. The link-to-share option should be public, so it is available to everyone. You can change the form Access settings as well.
    3. Click on Copy a Link and share the link using your email, such as Gmail or Hotmail.How to share a form? Image 1 Screenshot 30 Screenshot 31
    4. Alternatively, you can enter your colleagues' email address in the Invite by email section.
    5. Add a custom message, and click on the Send Invitation green button. That's it.

    How to share a form? Image 2 Screenshot 41 Screenshot 42

    Let us know if you have any other questions.