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Question

Forms - Assign a task to a team of people who approve, and that everyone can approve.

asked on May 12, 2017

I want to create a team that is assigned a task for verification, but that all must approve the task, if one of them does not approve then that the form goes to another revision step, if all approve that it is saved in the repository with the History of approvals.

The problem here is that I do not know how many people will be approving and the client wants a step that allows me to choose who will be approving the task, and to bring some predefined users already.

 

Any Help?

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Replies

replied on May 17, 2017 Show version history

One user task can only be approved once. If you need multiple people to approve, you need multiple user tasks assigned to different user. 

So if you are not sure how many people are in a team, a possible solution is to loop user task and use team filter to assign task to different team member. But in this case the tasks need to be approved one by one, not simultaneously.

Another solution was to use Workflow to define which user to assign to, as https://answers.laserfiche.com/questions/91914/Multiple-User-Approval-in-Forms-10

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replied on June 20, 2017

I need to make the task available for 11 managers(This number can increase and also is selected in a previous step where I choose how many managers will be approving the step), each one of them must approve simultaneously, but if I receive the half plus one, the task moves to another step and then saved into the repository. The problem here is I can't wait until another manager approves, but if the half plus one approves o deny then the others wont be able to open the task.

imagine is like voting.

 

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replied on June 20, 2017

Another user asked a similiar question and I provided a solution with Workflow, see https://answers.laserfiche.com/questions/121522/Provide-form-for-multiple-approvers

Can you try if it works for you?

As for terminate tasks when half plus one approved, maybe like this: attach signal catch event to user task, add another Workflow after user task to count approve/rejected, and after Workflow, add a gateway to determine whether to send signal out.

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replied on June 20, 2017

Hi Rui, actually this is no going to work because we need parallels approvals. I tried the solution provided but, is just waiting for the approver to complete the task before moving to the next step.

 

I already searched in the entire site, seams like many users are expecting the same answer but nobody had accomplished this, I've been working around 2 months, but forms and also workflow are limitating me, now Im trying with the SDK, but still dont have a solution.

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replied on July 27, 2017

it is very important to have in Forms an activity which allows parallel decision dynamically (Approvals might vary from 2 to 100 users). The activity should allow us to add users dynamically to take decision and add comments in parallel. 

 

This feature is required in every implementation of Forms at all customers (With the current version of LF Forms) we are obliged to always configure a static number of parallel branches.

 

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replied on July 28, 2017

Sorry for the late response. Parallel approval is not possible in current Forms framework, I have added a backlog item for parallel approval and decision feature request.

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replied on August 3, 2017

Dory-

Just out of curiosity, as I'd like to understand what the capabilities of Forms are and aren't, how does the solution you are asking for differ from this, https://answers.laserfiche.com/questions/100755/Can-forms-allow-a-dynamic-selection-of-multiple-users-to-a-user-task-and-wait-for-them-all-to-approve-before-moving-on? It would be illuminating to understand the difference. Thank you.

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replied on August 7, 2017

Hi Alex,

as Jeremy Regehr said in the link you provided, suppose the number of requested users in the parallel task need to be more than what configured in the business process, then you will need to reconfigure this in three places, in the form designer, in the process modeler, and in the outflow condition... It is a headache.

What Laserfiche Developers might be able to do, is to add an option to the team option in Forms or create another option called "Team Parallel" which allows all users of the team to approve the task in parallel instead of a single person.

 

Thanks,

Dory

 

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replied on August 16, 2017

Thank you. I figured that what you had in mind was the ability to set up one approval process, and then have, at the user level, the ability to assign that to 1 to n users. Just wanted to make sure I was understanding.

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replied on August 17, 2017

Exacly!, the situation now is that I need to wait for the other person to approve the task, I think the solution could be, when we have more than 1 person to approve a task, LF should create diferents instances of the same task, assigned to the diferent people, and save in the history who already approved the task.  in my situation I need x out of z approvals to move on. 

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replied on April 10, 2019

Now that we have Forms 10.4 version, is there a better way for everybody in the team to do the approval before the task can move ahead?

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