Two forms for employees and admins to create the total target sales

  • sumaira.abdulkarim
    Asked on September 18, 2024 at 2:22 PM

    Can I make two parts of jot from? one for employees and one for admin to fill?

    https://form.jotform.com/242615265367056

    I want to create a jot form with following:there will be two types of forms one for five employees and one for admins

    1.daily sales of 5 employees

    2.they should be able to enter their daily sales

    3.Total individual sales calculated for each employee (when all 5 employees enter their daily sales, it then should go to different section)

    4.Set Target if sales is less then x number than salary divided by 4.

    5.admin should be able to set target easily

    6.calculate 5 percent of individual sales.

    7.calculate 1 percent and 2 percent of total sales ifn4 employee every month.

    8.Total sales calculated.

    9.Downlaod and save every month the report

    10.Start up again fresh for next month.




  • sumaira.abdulkarim
    Replied on September 18, 2024 at 2:31 PM
  • Jason JotForm Support
    Replied on September 18, 2024 at 3:32 PM

    Hi sumaira.abdulkarim,

    Thanks for reaching out to Jotform Support. I checked your Form and saw that some of the calculations were achieved based on the workaround you want. However, I was a little bit confused about the number 3 from your flow that when all 5 employees enter their daily sales, it then should go to a different section. Does it mean that this is the overall total of the 5 employees for a month, and calculate it on a single column from your Tables to get the monthly report of these employees?

    Regarding also with the separate form for your admins, are they going to make a report on the second form about the daily or monthly target for the employees to make total sales? I need to confirm those details, so we can create a better workaround that you want.

    Once we hear back from you, we'll be able to move forward with a solution.

  • sumaira.abdulkarim
    Replied on September 19, 2024 at 6:24 AM

    this is my client project. He sent me these instructions

    "I want to create a jot form with following:there will be two types of forms one for five employees and one for admins

    1.daily sales of 5 employees

    2.they should be able to enter their daily sales

    3.Total individual sales calculated for each employee

    4.Set Target if sales is less then x number than salary divided by 4.

    5.admin should be able to set target easily

    6.calculate 5 percent of individual sales.

    7.calculate 1 percent and 2 percent of total sales for employees every month.

    8.Total sales calculated.

    9.Downlaod and save every month the report

    10.Start up again fresh for next month."

    So according to it. I created question for five employees to select their name and enter date and their daily sales.

    Now I think the next all process is for admin, daily sales will save and obviously, pay will be calculated at the end of the month based on sales.

    Now I don't know what to do after name, date, and daily sales question. Do you have any suggestion?

  • Lorenz JotForm Support
    Replied on September 19, 2024 at 8:51 AM

    Hi sumaira.abdulkarim,

    To clarify, will the employees and admin be filling out the same form/submission? or, will each employee be making a separate submission? It would be great if you can provide more details, you can coordinate and ask this with your client, so we can come up with a better solution. We may be able to identify as well, if this would require 2 forms.

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

  • sumaira.abdulkarim
    Replied on September 19, 2024 at 12:48 PM

    Is it possible to make one form for employees and admin? I think it would be better if employees fill form and all their data go to admin and then he calculate it in his form.

  • Arslan JotForm Support
    Replied on September 19, 2024 at 1:39 PM

    Hi sumaira.abdulkarim,

    You can use Hide field, Get Form Page URL widget, Edit link and Show/Hide field condition to send form to admin to complete after employees complete their part. Let me walk you through it:

    1. Open your form in Form Builder, select the elements that are for admin by holding Ctrl on the keyboard, and click on Hide in the orange navigation bar at the top.

    Two forms for employees and admins to create the total target sales Image 1 Screenshot 60

    2. Click on Add Element menu at the left of the screen, click on Widget tab, and add a Get Page URL widget to your form.

    Two forms for employees and admins to create the total target sales Image 2 Screenshot 71 3. In the orange navigation bar at the top of the screen, click on Settings.

    4. In the menu that opens on the left side of the page, click on Conditions.

    5. Click on Add Conditions and then select Show/Hide Field condition.

    Two forms for employees and admins to create the total target sales Image 3 Screenshot 82 6. Now, set the condition as shown below in the screenshot:

    Two forms for employees and admins to create the total target sales Image 4 Screenshot 937. In the menu on the left side of the page, click on Emails.

    8. Hover your mouse over an Autoresponder email, click on the Pencil icon, and add the Edit link to the email.

    Two forms for employees and admins to create the total target sales Image 5 Screenshot 104 That's it. Now, when the admin access the form using the Edit link that was sent in the email, they will see the hidden fields on the form.

    Give it a try and reach out again if you have any other questions.

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