Understanding Form Collaboration

May 24, 2022

One of the exciting new things in Jotform V4 is Form Collaboration. It’s a real-time, seamless experience where multiple team members can simultaneously work on the same form. All changes are automatically uploaded so you always edit the most current version.

Whether you’re in front of a PC or on the go with your mobile phone, building forms with your co-workers is now as easy as sharing a link.

Collaboration starts with the person who wants to share his form with someone else. It won’t matter whether the collaborator has a Jotform account or not. Each collab session will have its own unique session URL that you can share with someone else.

new-features-jotform-4-collaboration

Notes

  • All changes made by everyone will be saved automatically so communication would be a key factor when building and editing forms with team members.
  • Publish functions are disabled for guest collaborators.
  1. Click the Add Collaborators button at the top right of the Form Builder.
  2. Next, click Copy Link.
  3. Share it with others.
form-builder-add-collaborators-min.png

Yup, it’s as simple as that!


There are helpful visual cues when someone successfully joins the collaboration. Their respective avatars would show up at the top right. If the person who got the Collaboration Link doesn’t have a Jotform account, they will appear as guests.

form-builder-guest-collaborator-min.png

On top of that, fields highlighted by someone else will be marked by their respective avatars too. This will make it easier, visually, to know who’s working on what.

form-builder-active-collaborators-min.png

Give it a try and start building forms with your team members!

Post your comments and suggestions below, we’d love to hear from you about this new feature. If you have a question, visit our Support Forum so we can help.

Was this guide helpful?
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comments:

  • Fundraising Everywhere Behind The Scenes
  • Sherry Smilar
  • April L Thacker
  • Jennifer Dexheimer
  • Arizona Dragon Boat Association
  • Mobile Therapeutics By Shanique
  • Prashna Singh
  • accweb
  • Raschid Smith
  • Emily Brown