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Question

Question

Forms: Team Member reassign to only other team members

asked on May 11, 2017

User wishes to allow team members to reassign to only other team members.  However, their drop down lists the entire list of users, on the team or otherwise.  Is there anyway to limit the drop down to only others on that same team?  Thank you in advance for any help you can provide!

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Replies

replied on May 11, 2017

Hi Mike,

 

Yes you can by using a database and LookupRules.

First create a table under Microsoft SQL Server Management Studio. Then, inside, add your users and your team.

 

Example : Database <yoursociety> / Table <Team+Users> 

 

Then add your database to LF and use LookupRules to populate your drop down list.

 

 

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replied on May 12, 2017

When reassign a team task, when you move the focus into the users input on the reassign task, it will only show the users from the same team, only when user type a keyword to search, then it will return all the matched users in the system

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