Question

forms supervisor approval

Forms

Updated April 6, 2018

asked on April 5, 2018 • Show version history

Hi there,

I've created a form for our Risk Management Division and once the user submits the form it needs to go to his supervisor - simple right?

I've pulled in the supervisor name associated with the employee in our payroll system. All my supervisors have a forms participant license. I've assigned the next approval step to the supervisor name ... but I get "Nobody is assigned to the user task. This error may occur if a user task is assigned using a variable that does not contain a valid address."

That is true - the supervisor name is not equivalent to an email address. How can I get forms to link the supervisor name with the named supervisor user on the forms server? Then the email function would work perfectly!

Thanks!

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replied on April 5, 2018

Hi Mary,

Go to the Forms interface and click the top right where your name is, and choose 'Administration'. Click the 'Participants' tab, and then start typing the name of the manager in the search box. When you see it appear, tick the box to the left of their name. If their name is listed more than once, choose the box next to the one where it says 'Yes' under the license dropdown on the right, and then choose the 'Edit' button above. If the email address is not there or improperly entered. fix it in the Email box. This should link the email to the name, so that when you start typing their name into the 'Send to' box on any forms task, you should be able to see their name and click on it. If you don't see their name there as a choice, make sure you have added them under the 'Access Rights' to the process.

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replied on April 6, 2018

Hi Rick,

Thanks so much for the feed back, I really appreciate it.

So I got the user task to be assigned to my supervisor team by role - works too well as it emails all the supervisors in the division.

They want me to send it to just 1 supervisor on the team based on the supervisor assigned to the employee entering the form.

I think I'm really close when I'm playing with the team filter of "team.findTeamMembersByDisplayName" but I keep getting a generic java script error (see attached).

attached is also a snapshot of what my supervisor team looks like.

Thank you again for helping me work thru this!

java script error.png (39.33 KB)

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supervisor team.png (42.98 KB)

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replied on April 6, 2018

Mary,

Try it with a semicolon at the end of the statement.

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replied on April 6, 2018

Again, thanks for the feed back.

I tried with a semicolon at the end and I tried with a space between the 2 variables ($util.getValue('Supervisor_First_Name') $util.getValue('Supervisor_Last_Name')

but still get the same error.

When it worked with the team roles as the filter, it didn't need a semicolon which I thought was strange but hey - it worked!

Do you know if there's any documentation on syntax for "team.findTeamMembersByDisplayName" or "team.findTeamMembersByUserName"?

Thank you so much again for your time.

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replied on April 6, 2018 • Show version history

You're right, the semicolon doesn't seem to matter, strange. Ok I think this will work, try this:

var Supervisor_Name = $util.getValue('Supervisor_First_Name') + $util.getValue('Supervisor_Last_Name')

$result=team.findTeamMembersByDisplayName(Supervisor_Name)

When there are issues combining variables in the syntax I always just combine them into a variable first, seems to be working fine in the test box for me now this way. In case you still can't get it to work for some reason though, here is a helpful page:

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Inbox-And-Teams/Creating-Team-Filters.htm#tabs-2

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replied on April 6, 2018

You ROCK, Rick!! I totally owe you a coffee or something at the next empower!

That did away with the error I was getting but now it doesn't seem to be able to find my supervisor on the team so it must be something other than the java script.

I'll look into that help page you posted.

Thanks again!

supervisor assignment to user task.pdf (183.09 KB)

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replied on April 6, 2018

Ah, it might be the space is needed between the first and last name. Try putting the first line like this:

var Supervisor_Name = $util.getValue('Supervisor_First_Name') + " " + $util.getValue('Supervisor_Last_Name')

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replied on April 6, 2018

WHOOO HOOO!!! OMG!! that totally worked!!

you are my hero!!

I can't tell you how happy you've made me!!

THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU!

have a great weekend!

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replied on April 6, 2018

Glad I could help, you have a great weekend too! Hold you to that coffee too!

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forms supervisor approval

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