How can I let a user fillout a portion of a form and let another user complete it

Hello,

I am looking to great a survey on a smart PDF. Within the PDF I want it to have different sections to be completed by different people.

For example: Once "bob" completes section 1 of the form then it is emailed to "jan" to complete the second part of the form. and it is all downloaded onto the same original PDF together.

Is there a way I can do this?

Hi Abigail,

Thanks for reaching out to Jotform support. You can add a hidden field which will only display if it's access using the edit link, so the seconder can only see that field, 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 employee 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 c ustomize 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.

Also, if you're using Smart PDF, make sure to map all fields to the Original PDF.

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