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WRCaregiversAsked on June 8, 2018 at 12:18 PM
We have a lot of field staff that are having difficulty dealing with a fillable .pdf format so I am hoping JotForm can help us out.
I need to design an online incident report where one of our field staff can fill out a portion.
When they are finished filling out the first half, it sends the form to the management staff to complete the followup portion.
I see the "Approval Process Workflow" document and I am not sure that this is what I should be using.
Help please?
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David JotForm SupportReplied on June 8, 2018 at 1:34 PM
Due to conditions not being functional in fillable PDF forms, the approval workflow would not be functional. Another thing I see in the form you are working with is form collapses and page breaks. Those also do not translate well to the fillable PDF forms.
https://www.jotform.com/help/312-JotForm-Fillable-PDF-Creator-with-All-Points
The default notification email would send, so if you only need it to initially be sent to a single address, that would work. Then you would just send an edit submission link in that email:
https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date
And the manager could finish the second portion of the form from the edit submission link.