Pre-Filled Forms: Displaying Assigned Tasks List for Field Users

I am rubbing into the same issue where i need my field users to see the list of all pre fill forms as tasks to complete.

the same was requested in thread 27145111.

was that developed as a feature or is there another way to do that currently?

My use case is that i have to assign each field operator one or more pre-filled forms as their list of site visits for the day.

prefill will contain site addresses and reported problems for tech to go and complete. This will end up becoming a separate submission for each site.

Hi Ravish,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your request about having field users see a list of all prefilled forms as tasks to complete, this functionality is not available as a direct feature that shows a task list of prefilled forms for users within Jotform.

However, Jotform offers a powerful Prefill tool that allows you to prepopulate form fields with data from multiple sources such as manual entries, other forms, tables, or third-party integrations like HubSpot, Salesforce, Airtable, and more. You can create multiple prefilled forms for your field operators containing site addresses and reported problems.

Here’s how you can manage your use case:

1. Create prefilled forms for each site visit using the Prefill tool, which generates unique prefilled URLs for each task.
2. Distribute these prefilled URLs to your field operators via email or other communication methods. You can send invitations to up to five recipients at a time directly from the Prefill interface.
3. Each prefilled form acts as a separate submission for each site visit, which your field operators can complete and submit individually.

While there is no built-in dashboard or list view within Jotform for field users to see all their assigned prefilled tasks in one place, you can manage and send these prefilled forms efficiently from your account.

If you need to track submissions or progress, consider using Jotform Tables or integrating with other tools to organize and monitor the completed site visits.

For more detailed information, you can explore Jotform's Prefill resources and guides on how to create and manage prefilled forms.

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

Can an jorform expert respond to this? What is the roadmap to deliver the feature which was said can be addressed

Hi Ravish,

While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.