how to make local forms

  • orendaoffice97
    Asked on June 29, 2024 at 3:17 AM

    I want to make forms to be local and only specific users use it how to accomplish that?

  • Ravi JotForm Support
    Replied on June 29, 2024 at 3:24 AM

    Hi orendaoffice97,

    Thanks for reaching out to Jotform Support. Can you please explain what do you mean by local? Do you mean to say the form should be available on your local system, apart from your Jotform Account?

    If you want the form to be available to specific users, we’ll just need to set your form’s Access Settings to Private. This means that only people who you invite can access your form after they sign in to their Jotform Account. Let me show you how you could set up that : 

    1. In Form Builder, click on Publish in the orange navigation bar at the top of the page.
    2. Click on Settings and click on Private Form and select your permission.
    3. Next, enter the email addresses for the people you want the form to be sent to.
    4. Click on Submit & View to select the permission type, and then click on Send Invitation. That’s it. You’re done.

    how to make local forms Image 1 Screenshot 40

    After you invite people to fill in your form, they’ll receive an email that has a View Form button:

    how to make local forms Image 2 Screenshot 51

    When they click on that button, they’ll be asked to log in to their Jotform Account or they’ll need to create a Jotform Account to fill in your form:

    how to make local forms Image 3 Screenshot 62

    After they sign in/login to Jotform with the email address they were invited with, they’ll be able to fill in your form.

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

 
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