Applying a record template

Applying a record template

Hi all, I can't figure this out. I hope you can help.

The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their certificate (based in a record template).

1. I have created a form which contains the tasks as check boxes, and a signature box for the learner to sign, followed by a second signature box for the Mentor to sign. I have divided the form into sections and hidden the final Mentor signature from the learner. 

2. I have placed the form URL as a link in the final section of the course on our learning platform.

3. I have tested the input and submission of the form via our platform which is successful and populates all the shown fields as expected in the report.

What I want to do next:
Once the learner has signed in their signature box on the form, I want to trigger an email to the Mentor to access the same partially filled form, check the data, and put their final signature in the form.

The question is, how to do I give them access to the filled form? When I set up the workflow, at the moment, the Mentor link in the email opens up a new blank form.

Is it actually possible for 2 people to fill out different sections of the same form, and if so how?

I'm guessing this is a deluge thing, and I am not a coder!!

Help please. Many thanks





      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方