Feature request: Seperate view of tables page for multiple users.

  • nationwidehistology
    Asked on September 6, 2024 at 12:24 PM

    We'd like to use a form to enter results for multiple clients but have the table that's linked to the results only display their own results and not the results of every client. Is this possible or is there a good workaround? For example in the app they would see the results table but only see their own results is this something we can do?

  • Allan Brian JotForm Support
    Replied on September 6, 2024 at 1:20 PM

    Hi Heather,

    Thanks for reaching out to Jotform Support. Unfortunately, this feature is currently not available. But you might consider Sharing Your Submission Tables with Jotform Tables and Collaborate as a workaround. However, they will see all the results. 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.

    Feature request: Seperate view of tables page for multiple users Screenshot 30

    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.

    Feature request: Seperate view of tables page for multiple users Screenshot 41 While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. 

    Reach out again if you have any other questions.

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