How can I have other members view entire submission reports?

  • tlconnell
    Asked on May 16, 2024 at 4:02 PM

    I created conditions so that when a form is filled out it is sent to different members of my team. When I have done test ones to myself I only receive a part of the report? How can I either make the entire report be emailed and accessible that way or how can I give them access to view these reports? Thank you. There should be 3 questions that are asked.

    Jotform Thread 14958881 Screenshot
  • Eiron_O JotForm Support
    Replied on May 16, 2024 at 4:54 PM

    Hi Thomas,

    Thanks for reaching out to Jotform Support. If you want the complete submission data to be sent in the email, you will have to manually add each fields to the email content. The easiest way to do this is to create a new notification email. This will generate all the fields in the form.

    Give it a try and let us know how it goes.

  • tlconnell
    Replied on June 24, 2024 at 12:18 PM

    That is working great for the emails to have all of the information for us. Now when I want to download a set of reports is there a way to have all the information listed and not just a portion?

  • Arslan JotForm Support
    Replied on June 24, 2024 at 12:46 PM

    Hi Thomas,

    You can enable Attach PDF to receive a submission as PDF on Notification email. Let me show you how you can enable Attach PDF:

    • Open your form in Form Builder, and in the orange navigation bar at the top of the screen, click on Settings.
    • In the menu that opens on the left side of the page, click on Emails.
    • Hover your mouse over the Notification Email, and click on the Pencil icon.
    • Click on Advanced tab, toggle ON Attach PDF, and select a PDF document.

    How can I have other members view entire submission reports? Image 1 Screenshot 30

    You can also try generating a New PDF and attaching it to an Autoresponder/Notification email. Let me walk you through it:

    • In Form Builder, click on the Downward Arrow icon on the top-left side of the page and select PDF Editor.
    • In PDF Editor, click on New PDF tab at the left top of the screen, and select New PDF Document.
    • Add the new document under Advanced tab of Autoresponder/Notification email.

    How can I have other members view entire submission reports? Image 2 Screenshot 41

    Give it a try and reach out again if you have any other questions.