Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss?

  • nuovo2
    Gefragt am 29. März 2025 um 13:25

    Hallo

    ich habe ein Personalfragebogen, der vom Arbeitnehmer als auch vom Arbeitgeber auszufüllen sind.


    Ich habe die Felder für den Arbeitnehmer entweder ausgeblendet oder aber nur als lesen gekennzeichnet. Jedoch fehlt mir die Logik wann der Arbeitgeber das Formular entsprechend bearbeitet sobald der Arbeitnehmer mit seinen Einträgen fertig ist. Welche Möglichkeit habe ich?

    Die KI hat mir bedingte Logik empfohlen ich weiß nur nicht ganz genau, wie das im Detail funktionieren soll. Habe ich noch andere Möglichkeiten z.B. über Genehmigung?

  • Jerlan Jotform Support
    Geantwortet am 29. März 2025 um 17:39

    Hi adem,

    Thanks for reaching out to Jotform Support. Our German Support agents are currently busy helping other Jotform users. 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 German, let us know and we can have them do that. But, remember that you'd have to wait until they're available again.

    About your question, I have checked the form and you just need to hide the fields for the employer. I noticed that you set up a notification email, you can use it to send the email to the employer. Once the employer receives the submission, they can click the edit link to open the form and sign it. Let me show you how to hide the fields:

    1. Open your form in Form Builder, scroll down, and select the Fields for the employer.

    2. Click on the Gear icon on the right side of the field to open Field Properties.

    3. Under Properties, click on Advanced and toggle on the Hide field to turn it On.

    Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 1 Screenshot 50 Once the fields were hidden. Set up the notification email to send it to the employer. Let me walk you through:

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

    2. In the menu on the left side of the page, click on Emails.

    3. Hover your mouse over the Notification Email element and click on the Pencil icon.

    4. Go to the Recipient Tab, enter the employer email to the recipient email address, and click on Save at the bottom of the page.

    Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 2 Screenshot 61 Check out the screencast below to see my results:

    When the employees fill out the form, they can't see the fields for the employer.

    Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 3 Screenshot 72 In the notification email, the employer needs to click the edit submission link to open the form and sign it.

    Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 4 Screenshot 83 Give it a try and let us know if you need any more help.

  • nuovo2
    Geantwortet am 11. April 2025 um 06:29

    Hello Jerlan,


    thank you for your help!

    I am testing it, your solution make sense.


    Thanks again.


    Greetings

  • hannah55_hannah_Hannah
    Geantwortet am 14. April 2025 um 07:51

    Hej, I have the problem that Jotform is telling me than: "Submission editing disabled - Form submissions can’t be edited when Jotform Sign automation is enabled. This is to keep them legally binding."

    Any solution for that?

    Thanks!

  • Afzal Jotform Support
    Geantwortet am 14. April 2025 um 09:57

    Hi hannah55_hannah_Hannah,

    Thanks for reaching out to Jotform Support. I've moved your query to a new thread. You can check that out here.

    Let us know if there's anything else we can help you with.

  • nuovo2
    Geantwortet am 14. April 2025 um 10:15

    Hello Afzal,

    Firstly, I’m unfortunately unable to open the link you provided. Furthermore, I followed Jerlan’s instructions very carefully and completed two test forms today. However, the email does not contain a link to edit the form.


    Thanks.

    AdemWie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 1 Screenshot 20


  • Andreas Jotform Support
    Geantwortet am 14. April 2025 um 10:32

    Hi Hannah,

    I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. Check out the screencast below to see my results:

    Wie richte ich das Formular ein, das von zwei Personen ausgefüllt werden muss? Image 1 Screenshot 20

    I’ve reviewed your form and the notification email settings, and everything appears to be configured correctly. Check your email history log to confirm whether the email was sent and if the edit link was included. It's possible that your email client may have removed the link or flagged it.

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

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