How to let 2 users complete one form

Hi We have developed a form for Membership Signup, where page one the team member fills in the sends to the client only showing page 2 onwards with a summary of page 1. ie Membership Type, Cost, Start Date etc.

We canmnot get it to work. Could we schedule a call with a Jotform Specialist?

I have uploaded a screenshot of the table showing the content that the team member fills in and is receieved by the client, but not populated when the client returns the signed form.

Hi Orangetheory_Fitness_Mitcham,

Thanks for using Jotform. I've cloned your form and sent a submission to the clone using Manual Prefill like you do in your form, and I've had the same issue. You can fix this by setting the Clear Hidden Values setting to Don't Clear. Here's how to do it:

1. In Form Builder, click on Settings in the orange bar at the top of the page.
2. Click on Show More Options, scroll down, and click on Clear when hidden under the Clear Hidden Values section.
3. In the menu that opens, select Don't clear.
   

That's it, now when your clients submit, the prefilled values will also show up.

Reach out again if you have any other questions.

Hi Support, can I re-raise this ticket. After the update the forms we're working, but have again reverted to returning blank. Could you please investigate and let us know a suitable fix?

Thank you

Hi Orangetheory,

If you can take a screenshot of what’s happening, that'll help us to understand better what’s going on. Let me show you how to post a screenshot to our Help Center:

1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

2. Drag and drop your image into the Upload box, or click on it and select your file.

3. Then, click on the Add button in the bottom-right corner of the window.

4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

That's it. Once we hear back from you, we'll be able to help you with this.

These two screenshots are of:

(1) the PDF form that comes back after the client has signed, which does not include any of the contract information.

(2) the prefill information we insert into the form that is sent to the client. This is the information that is lost when the form comes back.

We have changed the settings so the forms should retain this information on return to us. They functioned for a short period and then reverted to coming back blank.

Hi Orangetheory_Fitness_Mitcham,

In order for you to achieve having the form completed by two different users, you'll need to set fields which will be hidden if it's access using the edit link, so the other user can only see those fields, then set up the Change Email Recipient condition, which lets you select which email and recipient will be used based on the conditions you set. I'll show you how to do that:

First, let's add a Get Form Page URL widget

1. In your Form Builder, click on the Add Element button from the left part of your screen.
2. Under Widgets, look for Get Form Page URL and drag it to your form.

Now, let's set up the condition to only display the fields if the form is accessed through edit link:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. Click on Conditions on the left of the page.

3. Now, click on Add a New Condition and then click on Show/Hide Field.

4. Set the conditions like you see below:

Next, Set up an Autoresponder Email, for your manager to receive after the new hire submits the form. Let me show you how to set that up:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. In the menu on the left side of the page, click on Emails.
3. Now, click on Add Email.
4. Then, select Autoresponder Email, and customize the options the way you want them, and you’re done.

Lastly, let's set up a Change Email Recipient feature in Jotform, which lets you select which email will be used based on the conditions you set. I'll show you how to do that:

1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings.

2. In the menu on the left side of the page, click on Conditions, and then select Change Email Recipient. (If you already have a condition set, first click on Add Condition, then select Change Email Recipient.)

3. Set up the conditions as you see below and click on Save:

To use different emails, you'll need to create separate ones. Check out our Setting Up Autoresponder Emails guide to learn how to create them. You can also check out our guide explaining How to Send Emails Based on a User's Answer.

Give it a try and let us know if you have any other questions.