How to Assign Entries to Collaborators in Jotform Tables

August 4, 2023

In Jotform Tables, you can invite or assign collaborators to entries in just a few clicks using the Assign column type.

To add Assignees

  1. In Jotform Tables, add a new column.
The Add column button in Jotform Tables

For more information, see Adding and Organizing Columns in Jotform Tables.

  1. In the Add a New Column dialog, select Assignee, then click Next.
The Assignee option in Jotform Tables' Add a New Column dialog
  1. In the Assignee dialog, enter your desired column name, then select Next.
The column name field in Jotform Tables' Assignee dialog
  1. Next, choose the options to enable according to your needs.
    Here are the available options:
    • Notify via Email — Send a notification email to your collaborators (recommended).
    • Select Multiple Assignees — Assign multiple collaborators to a single entry.
  2. Finally, select Create Column.
The Create Column button in Jotform Tables' Assignee dialog

The Assignee column should appear in your table. Choose one of the column’s cells, then select Add to invite or assign a collaborator to the entry.

The Add button in Jotform Tables' Assignee column

Assignees will receive an email notification if the Notify via Email option is enabled.

The assignee notification email

To change the Notify via Email option, open the column’s menu, then select Edit column preferences.

Steps to edit column preferences in Jotform Tables

See also: Sharing Tables.

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

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