Gostaria de compartilhar meu formulário com outra conta

  • isayasferreiraisayas
    Perguntado em 29 de outubro de 2024 às 07:55

    Eu gostaria de compartilhar meu formulário criado e ativo com outro conta, para que ele pudesse editar, e também receber as notificações no telefone, dos inscrito, por exemplo:

    • No meu celular eu tenho o app, e cada inscrição o app me alerta, gostaria de que outra pessoa também recebe esse alerta, pois se precisar auxiliar o cliente, não fica somente sobe minha de manda, mais sim do outro usuário.

    Tem como? Eu ainda consigo usar a parte Free?

  • Arghya Jotform Support
    Respondido em 29 de outubro de 2024 às 10:33

    Hi Isaias,

    Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in your language, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Let me get back to your question. You can use the collaborator feature to allow other team members to edit your form and submissions. Let me show you how:

    1. On the top-right side of the Form Builder page, click on Add Collaborators.
    2. In the window that pops up, click on Copy Link and then just share that link with your teammates.

    Gostaria de compartilhar meu formulário com outra conta Image 1 Screenshot 50

    Check out the screencast below to see my results:

    Gostaria de compartilhar meu formulário com outra conta Image 2 Screenshot 61

    To allow your team to view the form submissions, you need to share your table with your team. We have a Share button on the right side of the Jotform Tables page that you can use to share your Tables page with your team members. Let me show you how:

    1. On the Jotform Tables page, click on the Share button on the top-right side of the page.

    2. Click on Share Settings and set your Table’s privacy options. It is set to Private Table as default, so only the people you invite will be able to see your Tables. You can also set the default role of the invitation link as either Read-Only, Commenter, or Collaborator. Let me explain the difference between those:

    • Read Only means that only people you invite will be able to see your Tables.
    • Commenter means that the people you invite will be able to view data and add comments.
    • Collaborator means that anyone you invite will be able to see and edit the data, but they won't be able to adjust or change the table settings.

    3. Now, click on Go back in the top-right corner of the panel and use the Generated Link or the Invite by Email feature to invite people.

    Gostaria de compartilhar meu formulário com outra conta Image 3 Screenshot 72

    You can also revoke the invite you sent to the people easily. Let me show you how:

    1. In your Tables, click on Share button to open Share Table.

    2. Now, click on the avatars/icons of the people you invited next to the Shared with section.

    3. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.

    4. Then, click on the Yes, Delete. That’s it, you’re done.

    Gostaria de compartilhar meu formulário com outra conta Image 4 Screenshot 83

    You can also take a look at our guide to learn more about How to Share Your Submission Tables with Jotform Tables and Collaborate.

    As for your other question, I've moved that to a new thread. You can check that out here.

    Reach out again if you have any other questions.

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