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Question

Question

Forms process where email will be sent based on a pick from a drop down list

asked on March 29, 2017

I'm trying to set up a Forms process that may be passed on amongst numerous users before the process is ended.  In our tests, reassigning doesn't email the user that is to have the assignment passed on to.  Our staff are not using LF Forms yet, so will not be checking their My Tasks page, yet they need to know when they've been assigned to something.  Asking someone who may never have a need to use the Forms tool to check this page once or twice a day is asking too much.

QUESTION:  What is the best way to notify a user that they have been assigned a Forms task?  I have tried a drop-down pick list for choosing a user to email (with the assigned values being their email address).  I was hoping this would allow the first reviewer to easily send the form off to another user, but haven't got that working yet.

 

And in the User Task that is involved:

 

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Answer

SELECTED ANSWER
replied on March 29, 2017

If you are using the Reassign option built into Forms it should be sending an email to the new assignee. How are you reassigning the task?

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replied on March 29, 2017

Actually, Blake, now that I test some more, I see that it is doing that.  It just isn't for the test subject I was using as the email address wasn't set for that user.  thanks!

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