Question

Forms task management

Forms Version 10 Administration

Updated December 4, 2016

asked on November 23, 2016

I am trying to find out if there is any kind of task management in forms.

As an example, i have several forms used to log requests (leave, PO's, service etc) these are assigned to various users. If a user leaves they may still have tasks assigned to them. I need to make sure these tasks are not lost. I know i can go into each instance and re-assign, but this is pretty slow. If they have a large number of tasks spread over quite a few processes, how do i know i've got them all?

Currently i have to go through the following process.

Create a report. download to excel. filter by username. write down instanceID. go back to instances. open each one. reassign.

Repeat for each process (30 - 40)

I realize i could log in as the user, but its all sync'd with AD so i'd have to go around and ask everyone for their passwords.

I would like to be able to select all tasks assigned to that user and reassign them to another user.

I would also like to be able to get some sort of information about all instances (across all processes). I would like to be able to see form name, instanceID, current Status, who its assign to etc.

Thanks for any help.

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replied on December 4, 2016

Hi!

sorry for the slow reply.

That looks like that will work better than the way i was doing it, thanks.

I have quite a few processes, so it would be nice to have a dashboard that covers all processes. Some staff have access to every process. On the other hand, most of these processes are very infrequently used. There are only about 5 common ones, so it shouldn't take too long.

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replied on November 24, 2016

Have you looked at the Operation Dashboard for those Processes under MyReports?

This would show you all Tasks that are running by Process, and you can see who they are assigned to.

Would still require you to Reassign Manually but you can focus on just the Processes that employee had access to.

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Forms task management

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