One of the exciting new things in Jotform is Form Collaboration within the Form Builder. 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 in front of a PC or on the go with your mobile phone, building forms with your co-workers are 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.
Notes
- Form Collaboration is only available in the Form Builder.
- All changes made by everyone will be saved automatically, so communication will be a key factor when building and editing forms with team members.
- Publish functions are disabled for guest collaborators.
- It’s not possible to revoke access once you share a link.
How to Get the Collaboration Link
- Click the Add Collaborators button at the top right of the Form Builder.
- Next, click Copy Link.
- Share it with others.
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.
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.
Give it a try and start building forms with your team members!
Post your comments and suggestions below. We would love to hear from you about this new feature. If you have a question, visit our Support Forum so we can help.
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15 Comments:
thanks for the info
I tried to go into From Builder option but it shows "Smart PDF Forms" and There is no Collaboration option available any where? Can you please help me
Why is there NO mention of the fact that this feature is not available for Smart Forms
Olá!
É possível designar campos específicos para preenchimento por um colaborador especifico?
Ou, por exemplo, categorizar campos como somente leitura para colaboradores específicos?
Por exemplo: o recepcionista pega dados de informação e contato do cliente e depois outro profissional preenche os dados do pedido? (de forma que o segundo profissional consiga visualizar sem editar os dados coletados pelo recepcionista?)
Hello,
I have an account but need another person logging in on my team. How can I get that done?
This is a great feature but we're finding after a few weeks the access expires and we have to resend the collaboration link. Is this a bug or is that supposed to be happening?
I'm editing a form as a collaborator. Some changes I make are not being saved. And when I try to move an element I get an error message:
Oops! Something went wrong and We couldn't update your last question.
Could you please refresh the page?
Can we share a form with other institutions so they may use it as a templete?
Are form collaborators able to view submission results, or do they need an account/log-in to access the submissions?
Is this for enterprise-level only or for everyone? Do the collaborators need to log in with their own user id and password? Are there limitations as to what they can do outside of the form they are collaborating on?
Greetings. Thanks for your message. I don't have a team or collaboraters and don't desire to have any. It's strange that my design was changed when I haven't changed it myself.
hello, I am wondering if I can collaborate with others in my team without them having to sign in/up? I am wanting others to be able to add some prefills. When I click on the link created by collab feature and attempt to add prefills it first asks for sign in and when I do sign it, the form comes up but this time without the option to 'build, settings, publish'
what am I doing wrong?
How can I permanently grant access to some to edit a form?
Hello,
I do not see collaborator on my form builder. Can you provide steps on how I can access?
Thanks
Hello, I am not seeing the add collaborator on my form builder? Any suggestions or is there an update I need to have?