How to assign form from a workflow to another user?

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    EmilyKajihara
    Asked on October 1, 2025 at 1:30 PM

    In the past I have been able to assign the form to another person so they can review the responses. Is that possible now?

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    Podo: Support AI Agent
    Replied on October 1, 2025 at 1:30 PM

    Hi Emily! You can definitely assign your form to another person so they can review the responses. If you're looking to manage form access or collaborate, there are ways to set up workflows or share access accordingly. You might find some helpful tips and step-by-step guidance by checking out the information available through the Show Guide button below. Let me know if you want me to walk you through any specific part!
    Show Guide

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    EmilyKajihara
    Replied on October 1, 2025 at 1:33 PM

    The form has been shared through a workflow, but the staff member can not see any of the pictures/documents that are uploaded via the form.

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    Podo: Support AI Agent
    Replied on October 1, 2025 at 1:33 PM

    Hi Emily,

    When a form is shared through a workflow, the staff member's access to uploaded pictures and documents depends on the permissions set within the workflow and the shared environment. To ensure that the staff member can see the uploaded files, please verify that the workflow sharing settings include permissions to view attachments.

    In some cases, attachments may not be visible if the sharing is limited to form responses only without file access. You may want to check the workflow configuration or consider sharing the form submissions or files directly with the staff member.

    If you need detailed guidance on how to adjust these settings or share attachments properly, I can provide step-by-step instructions.

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    EmilyKajihara
    Replied on October 1, 2025 at 1:34 PM

    how do i ensure they have file access?


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    Podo: Support AI Agent
    Replied on October 1, 2025 at 1:34 PM

    Hi Emily,

    To ensure that the staff member has file access when sharing through a workflow, you need to add them as collaborators with the appropriate permissions. Sharing your account login is not allowed, but adding collaborators will give them access to the form and its submissions, including uploaded files.

    Here’s how to do it:

    1. Go to your My Forms page and select the form you want to share.
    2. Click on the Collaborators icon (usually at the top right of the form builder or My Forms page).
    3. Enter the email address of the staff member you want to add as a collaborator.
    4. Set the permission level to allow them to view submissions and uploaded files.
    5. Send the invitation so they can access the form and its data.

    This will ensure they can see all uploaded pictures and documents submitted through the form.

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