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Question

Assign Task to Submitter's Team

asked on October 28, 2016

Is there a way to assign a task to the submitter's team (assuming submitter is a member of one team)?

If this is not feasible due to the possibility of a user existing in multiple teams, can I use a field value from the form to select a team? That way I could use a database lookup to find the user's team.

We have many teams that manage billing for separate entities. Sometimes they need to send a document back to the medical coders for review. After the coders review the document it is sent back to the submitting team for processing.

The only other solution I can think of is creating a sub-process for each team in our company which will get out of hand quickly. There would also need to be a logic gateway checking the submitter against every user in each team. Any ideas?

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Answer

SELECTED ANSWER
replied on November 1, 2016

Dynamic assign team based on the user's selection will be supported in Forms 11.

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Replies

replied on October 31, 2016

Currently we don't support filtering team but support filtering team members. So I suppose that a workaround you could do is to add all the members in one team, and group them by different roles corresponding to their teams, and when assign the task, find that group by a field role value. 

 

For example, if you have 4 teams, create a new team containing all the team members across all 4 teams. Then according to each member's previous team, group them into four groups by different roles. Use a dropdown field which contains the list of all roles (use a database lookup) which previous submitter belongs to. Then you can choose the newly created team (which contains all the people across all 4 previous teams), and use "filter " ($result=team.findMembersByRole($util.getValue('Single_Line')), where "Single_Line" is the field contains the selected role.) to assign the task to the members under that role (i.e., the same as one of previous 4 teams).

 

Basically the same idea as your team field idea, but use the roles to group the data instead since dynamically assign tasks to a team is not supported yet. Hope this helps.

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replied on October 31, 2016

That sounds like it should work. We just upgraded to Forms 10 so I haven't had a chance to try out roles yet.

The only issue I can foresee is not being able to assign a manager to each role the way I would a team. I'll give it a shot and see how it goes.

Thanks for the help!

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