I am creating a Survey and first part of the form has to be completed by a user (Apprentice) and once he/she has completed this part, the second part of the form has to be completed by the another user (Supervisor) and then it can finally be submitted. How can I do this?
Hey Carolina –
Thanks for the inquiry. This is possible, but it requires a bit of set up. First, you will need to understand how Edit Links work. You can learn about that here…
In a nutshell, they allow a respondent to return to an active response and add data or edit existing data.
Then, at the point in the survey where it needs to be handed off to the next respondent, you would build an email action that sends the edit link to the second respondent. You can learn about email actions here…
Within that email action you will provide an edit link by using a merge code. That merge codes looks like this…
However, this alone is not enough. This merge code will produce an edit link that drops the person back to the BEGINNING of the survey. It sounds like you’re wanting to drop the person back into the survey at a specific page. Therefore, we would need to add a variable that points to a specific page ID#. For the sake of this example, let’s use Page ID# 27. Then, the text within your email action would look something like this…
“Hello – please access the following link to complete the survey
[survey(“edit link”)]&__sgtarget=27 ”
This would drop the person back into that response at a specific page ID#.
As you can see, there are few steps to get this to work properly and they will be unique to your survey. So, if you’re still a little unsure of how this works, it may be a good idea to open up a support ticket and work with one of us one on one to calibrate it for your survey.
This is brilliant! Got it working fine. I am sending the edit link on an email to the second user. However I like to hyperlink text rather than showing the full URL. Only problem with that is if I edit any of the email content, when I save it corrupts the link and I have to set it all over again. Is there any way of stopping this happening?
When I hyperlink the text I set the Protocol to <other> the put the merge code as the URL [survey(“edit link”)]&__sgtarget=8