When there are multiple Users assigned to a single Job, it may require all of the Job assignees to complete all of the Job forms before being able to fully complete the Job.
If you only need one of the Job Assignees to complete the Job forms, this can be easily solved. To do this, you can add a new Sub header to the form template with a Yes or No multiple choice question, asking if you are the one responsible for completing the form. If you have selected "No", the rest of the form will become invisible. The Sub header will not be visible on the PDF and only visible for those who are assigned to the job.
To do this in your Web Portal go to Forms > Existing Templates > Select the Form Template > Form Builder tab > Drag and drop a Sub Header from the Toolbox into the form > Click on the new Sub header in the form > Deselect the Appear in PDF box under the Field Settings on the right hand side.
Next, drag and drop a Radio Button field from the Multiple Choice options in the Toolbox > Enter the Question in the Question field of the field settings (eg: 'Are you responsible for completing this form?') Add Yes and No into the Items list in the Field Settings on the right hand side > Select the Required checkbox to ensure the question is answered before submitting the form.
To make the form invisible for the assignees that don't need to complete it, you will need to create a Form Event for the radio button that was just created in the new Subheader. Select the Radio button question > select Events under Field settings > Under New Events, select No > Drag the Make Invisible option to every other subheader in the form.
This will make the rest of the form invisible for the assignees who are not responsible for completing the form once the No option is selected by them, and they can submit their form as is.
Once you've finished making those changes, select Deploy / Publish Template to save the changes for any future forms that are created with this template.
If you are selecting ‘No’ and have a Form Action to automatically send a copy of the form to your client (or someone else) when the form has been submitted, you will need to create a Condition on the Form Action so that this form will not send the blank copies of the form to the regular recipient.
To do this from the Form Builder, Select Actions > Select the action that is triggering the communication (Email PDF or Email PDF attachment) > + Add Condition > Select the question in the form from the drop down where it asks if you are responsible for completing the form > Select Equals from the second drop down menu > Check the box next to Yes > Save Action.
This means that the form / report will only be sent when this question has been answered as ‘Yes’.