While I understand the privacy ramifications of having a form submitted by an individual be visible to a team, we have several instances where this is necessary. For instance, we have departments that are submitting requests for PO's and these can be submitted by several people in the department. These submitters have participant licenses, are submitting the form while logged in, and are members of teams based on their departments. While they can easily see forms that are assigned/available/completed by their team, they are also wanting to see forms that were submitted by their team. The only way I can think to do it would be to have an approval task that assigned the form back to the submitter via their team but that would require them to both submit and then approve their form. I would like to see if there is a way to have a form submitted by a participant licensed user be open for the team to see (knowing that participant licenses cannot see reports). Anyone else run into this issue? Anyone figured out a way around it? If you have run into this, would you want this to be an enhancement in a future version?
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Dear Beau,
My suggestion would be to ensure every submission is updates onto a Database table. You would then have in the New submission form, a Table which Looks Up all the necessary Submissions and fills that Table in the Form. You may Put the table at the beginning of the form or put it in a different Tab or however you want it so that a user in the Team may look at it when necessary.
Regards,
Mark
Yes, we've mentioned that. Also, providing a custom dashboard solution (e.g. SSRS, Crystal Reports, ...) that just shows the data and then control access to the reports but they are wanting it through the built-in Inbox in Forms as they do not want the user having to go to multiple places to get their data. Thanks for the suggestion but for this I will need a way that shows it within Forms, probably as something "Completed By" the team (as I cannot think of any other way to show it with current forms capabilities). What I would love to see in the future is an additional tab in Teams of "Submitted By" that shows forms that were submitted by someone on the team but we can control which forms show there on a process by process or form by form basis. Something like this: