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Forms - Lookup rules not running when assigned to User Task

posted on October 27, 2016 Show version history

We have a form with lookup rules that simply populate string values based on the selection of 2 other fields. The field named "scope" is automatically selected from a previous lookup rule.

When a user selects a project, scope is populated and hence the rest of the fields are populated (as long as the scope changed from it's original value).

This works when using the Preview of the form and when accessed via the form itself (Start Event).

The problem starts when the same form is assigned to a user task. When the user uses a tasks window to access the form they can't just choose a project. When they choose a project and the scope is automatically changed, the lookup specified above never runs. They must deselect the scope field, then re-select it manually to get the lookup to run.

We are working with the same exact form, and the same exact lookup field configurations (by definition). It is only a problem when using the Tasks window which is the only way to access a form that is assigned to a user.

I don't know how to fix this since I know the lookup rules are working.

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replied on November 1, 2016

The issue should be same root cause as this one because the auto fill button which supposed to appear when there are more than 1 match field in the lookup rule is missing. This will be addressed in the coming Forms update 3.

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replied on October 28, 2016

I have had this happen too. I ended up having it trigger a change event on form load. This should force the lookup to fill in. 

 

        if ($('.scope select').val() != '') {
            $('.scope select').change();
        }

 

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replied on October 27, 2016 Show version history

As a workaround

  1. Copy your form
  2. Remove lookup rules from the copy
  3. Make the User Task step in the process model use this copy

That way, all the data supplied by the first user is statically available to the second user.

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replied on October 28, 2016

The user want's to use the same lookup, they want to change the data the original submitter set but still have the lookup fields populated.

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