Prefill: How to fill some fields by multiple user?

  • Gilberto Lopes
    Answered on January 14, 2023 10:28 PM

    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?)

  • Leonidas Jotform Support
    Answered on January 15, 2023 07:37 AM

    Hello Gilberto,

    Thanks for reaching out to Jotform Support. Portuguese Support is unavailable at the moment, we will reply in English in the meantime. Let us know if you would prefer to talk to someone in the Portuguese language.

    In regard to your concern, it is not possible to assign fields with the collaboration feature. However, based on the scenario you have mentioned, you can check out the guide on how to pass the data automatically from one form to another form which will prefill some fields in the form.

    We have a related guide about prefill and how it works that you can look into.

    Let us know if you have any other questions.