Rules for Submissions

  • Jeffreyfroom
    Asked on July 1, 2024 at 8:32 AM

    Good day

    I was wondering if I can make rules to allow access to the tables.

    For example if a certain field value is "x" then I would like person 1, 2 and 3 to access their submissions. If field value is "Y" then I owuld like person 4,5 and 6 to have access to the submission tables.

    Thanks
    Gershi

  • Andreas JotForm Support
    Replied on July 1, 2024 at 9:59 AM

    Hi Gershi,

    Thanks for reaching out to Jotform Support. It is possible to let users see and edit their submission using conditional logic based on a user's answer, but it is not possible to give user access to the submission table conditionally. But also here you can, it might be possible to send those users a different email with the link to the submission table, and after they can request access to it. Let me show you how, step by step:

    When the answer is 1-3:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2 Select on
    Emails on the left side of the screen.
    3. 
    Click on + Add Email and select Autoresponder Email.

    Rules for Submissions Image 1 Screenshot 80 4. Click in the email content and after on + Form Fields.5. Select Edit Link.6. Click Save.

    Rules for Submissions Image 2 Screenshot 91When the answer is 4-6:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2 Select on Emails on the left side of the screen.
    3. Click on + Add Email and select Autoresponder Email.

    Rules for Submissions Image 3 Screenshot 102 4. Click on the email content and after on Link icon.
    5. Enter the link to your submission table.
    6. Click Save.

    Rules for Submissions Image 4 Screenshot 113 Now let's set up conditions.

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2. Select on Conditions on the left side of the screen.
    3. Click on Change Email Recipient.

    Rules for Submissions Image 5 Screenshot 124Set up the condition as follows for, e.g., when the answer is 1-3:

    Rules for Submissions Image 6 Screenshot 135 Repeat these steps for answers 4-6.

    Rules for Submissions Image 7 Screenshot 146

    That's it. We also have a guide about How to Send an Email Based on a User's Answer and How to Edit the Email Template for Notifications and Autoresponders that you can check out.

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

 
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