How to Assign Entries to Collaborators in Jotform Tables

July 8, 2024

By assigning entries to specific collaborators, you can distribute tasks effectively. Each collaborator knows their responsibilities, leading to better organization and productivity. Collaborators receive notifications when assigned to an entry. This ensures everyone stays informed about changes, updates, or new tasks.

To add assignees

  1. In Jotform Tables, add or insert a new column. See How to Add and Organize Columns for more information.
The Add column button in Jotform Tables
  1. In the dialog, select Assignee.
Steps to add an Assignee column in Jotform Tables
  1. Enter your desired column name.
Steps to add an Assignee column in Jotform Tables
  1. Toggle the options if needed, then select Create Column.
Steps to add an Assignee column in Jotform Tables

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.

You can now add assignees to form submissions. Choose one of the column’s cells, then select Add to invite or assign collaborators to the entry.

Step to add an assignee in Jotform Tables

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

An email invitation for Jotform Tables Assignee

To change settings, open the column’s menu, then select Edit column preferences.

Steps to edit Assignee settings in Jotform Tables

See also: How to Share Jotform Tables With Collaborators.

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