Is there any way for a webform to allow the submitter to come back and edit later?
Here's our need:
We have a registration form for members of our organization to fill out to register for an upcoming meeting. Unfortunately, some of the information needed in the form may not be available until later (ie. flight information). So, we need a way for them to fill out a form and then come back later tyo add/edit information to what they already filled in. The only way we can figure out how to do this now is to create a blank record for each person invited to the event and share that one record with them. This is very inconvenient since the event is open to all of our people. Does anyone know of a better way to do this?
We just figured one way to somewhat make this work (though still not automatically). Whenever someone submits a webform, the admin of that app could later manually share the item with the person who filled out the form. That would allow the submitter to later go back and edit the information via the Podio.com interface in their "Shared with you" option. I just wish we could automate this.
That would be the method I suggest - since the webform is meant as a way for non-Podio members to submit data into Podio, there isn't an automatic way to give submitters access to their item. This is why it needs to be done manually.
Hope that makes sense.
/Jacquelyn - Podio
Jacqueline, it would be great if there were a way for webforms to be either saved before submitting, or edited after submitting.... even if that meant the submitter has to create a Podio account to do so (hey, it might help you get more customers by allowing our "contacts" to see Podio and fall in love with it themselves!)
Another way to do this is to make a custom webform and send the data to Podio using Podio APIs. Here you’ll have all the flexibility to make any business logic needed - a customer can come back and continue editing, send an email to the user with a secure link where they can visit and edit all the data they added etc.
If you are interested in a solution like this, we can help you - write me a mail on email@example.com
I am having a similar problem with Eric, but my issue is worse. I need to run a recurring conference every year, so when people returning for the conference, they will need to verify/change their Contact information. Even if I shared the item to the registrant, they can't edit their contact information. Is there anyway to work around that?
If you haven't already, check out: http://advancedwebform.com. Just leveraged it for what we needed and worked out well.
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