How to Assign Entries to Collaborators in Jotform Tables

December 22, 2022

See also: Sharing Tables.

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

Here’s how to add the Assignee column:

  1. In Jotform Tables, add a new column.
tables-heading-add-column-min

To learn more, see Adding and Organizing Columns in Jotform Tables.

  1. In the Add a New Column window, choose Assignee then click on Next.
tables-add-assignee-column-min
  1. Enter your desired column name then click on Next.
tables-enter-assignee-column-name-min
  1. Now, choose the options to enable according to your needs.
    The available options are as follows:
    • Notify via Email — Send a notification email to your collaborators (recommended).
    • Select Multiple Assignees — Assign multiple collaborators to a single entry.
  2. Finally, click on Create Column.
tables-assignee-create-column-min

The Assign column should appear on your table. Click on the column’s cell, then click on the Add button to invite or assign a collaborator to the entry.

tables-assignee-column-add-button-min

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

email-assignee-column-notification-min

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

tables-assignee-edit-column-preferences-min
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