How can a second person edit the form submission

  • gslebodnick_admin
    Asked on July 2, 2024 at 12:42 PM

    I have a form I'm looking to set up that an initial individual fills out data for a submission and then it would have a second individual input data on the same submission. Is there an easy way for this to function?

    My current solution has been that the initial person submits their submission, and I have the second individual go to the table of the form, edit the submission, and then send it down the approval line.

    What I would like to see is that the second individual is notified about the submission, and can quickly access that specific submission to edit and approve without having to navigate to the form table.


    The approval flow hasn't been completed yet. but the link attached is the form in question.

  • Lorevie JotForm Support
    Replied on July 2, 2024 at 12:55 PM

    Hi gslebodnick_admin,

    Thanks for reaching out to Jotform Support. I'll need a bit of time to look into this. I'll get back to you as soon as I can.

    Thanks for your patience and understanding, we appreciate it.

  • Lorevie JotForm Support
    Replied on July 2, 2024 at 1:42 PM

    Hi gslebodnick_admin,

    This is possible by adding another recipient to your Notification Email, since this has an automatic edit link which the second respondent can click to edit the submission. Let me walk you through it:

    1. In the Smart PDF Form Builder, click on Settings on the blue navigation bar at the top of the page.
    2. Select Emails from the left side window, then hover your mouse over Notification 1 and click on its Pencil icon.How can a second person edit the form submission Image 1 Screenshot 40
    3. From the Recipients tab, add another Recipient Email and click on the Save button. How can a second person edit the form submission Image 2 Screenshot 51

    Here is the result:

    How can a second person edit the form submission Image 3 Screenshot 62 Give it a try and let us know how it goes.

 
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