Question

Skip over user tasks if previously assigned?

Forms

Updated April 3, 2018

asked on March 30, 2018 • Show version history

Just wondering if there is a way to configure the skip of a user task if they have been previously assigned in another task. As you can see from the images I provided. I filled out the form and sent it to myself (VP/Chief approval) then I assigned it to the Chief People Officer (also myself for testing purposes). I then assign it to my coworker (VP of Finance/CFO). I would like to configure it to determine if the VP/Chief is the same person as the Chief People Officer, to skip that assignment. But also, if the VP/Chief is the same person as the VP of Finance/CFO to skip that task as well.

Any help will be greatly appreciated!

process diagram.JPG (63.53 KB)

| Download

assignment process.JPG (41.78 KB)

| Download

0 0

Answer

SELECTED ANSWER

replied on April 3, 2018

Instead of using one gateway to converge multiple inflows and then have multiple outflows, you should split that into two. Have one gateway that merges all the flows together, then connect it to another gateway that splits them and routs them to the correct place.

See this page in the help files to ensure you are using the correct gateway type for merging and splitting

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Gateways.htm?Highlight=gateways

Once you skip over the first task, you should be able to use the second gateway to do a similar check on if the same variable equals VP Finance/CFO. Is the case ever where it's the same person for all 3?

Or if after the first skip it always goes into the second user task, just overwrite the variable from step one to the new submitter from this next user task and compare those.

0 0

Replies

replied on March 30, 2018

You could use a hidden field to keep track at each step who submitted the form. Then you could have a gateway that checks "if [hiddenVP/ChiefField] = Chief People Officer" route it around that step, otherwise go in to that user task. Same can be done for the next comparison.

1 0

View 4 previous replies

replied on March 30, 2018 • Show version history

So I would configure the hidden field to keep track of who approved the form that gets updated at each step? Is that possible?

0 0

replied on March 30, 2018

Yea you can use a default value of the submitter or just use the submitter system field.

1 0

replied on March 30, 2018 • Show version history

Is there a way to use a LIKE operator to get just the job title (Chief People Officer)? Instead of it looking for exactly "Chief People Officer". Because currently it is the full name and job title in one ex: Nelson, Rex (Chief People Officer)

0 0

replied on April 2, 2018

No, only XPath operators are supported. When you store the variable, you can format it like "Last, First (Chief People Officer)" so the comparison will match if it's the same person.

0 0

replied on April 2, 2018

Understood. I'm just trying to set it up as dynamically as possible. For example, if the chief people officer quits, I would prefer to not have to go back in and change it. But if there's no other way then I guess that will have to be done. Thank you

0 0

replied on April 3, 2018 • Show version history

So I was able to configure it to skip over the first user task, just as you had explained. I tested this and it worked! However, I am having trouble skipping over the second user task (VP of finance/CFO Approval) because I have another gateway that I would need to go to and I am unable to do so. Any suggestions?

Skip over error.JPG (74.39 KB)

| Download

0 0

SELECTED ANSWER

replied on April 3, 2018

See this page in the help files to ensure you are using the correct gateway type for merging and splitting

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Gateways.htm?Highlight=gateways

Or if after the first skip it always goes into the second user task, just overwrite the variable from step one to the new submitter from this next user task and compare those.

0 0

You are not allowed to follow up in this post.

Question

Question

Skip over user tasks if previously assigned?

Answer

Replies

Sign in to reply to this post.