Question

Team assignment by variables isn't working

Forms Version 10

Updated April 26, 2018

asked on April 25, 2018

I am trying to get a task assigned to a specific individual based on which supervisor's name was picked in a drop down field on the first form submission, but it isn't working. What am I doing wrong?

The field with the name pick is called Name of Approver. The team that I created is named Supervisors / Approvers. I have tried both the options to assign "A team based on variables" and "A specific team" and neither works at this point.

The task distribution offers only "None" or "Round Robin" which I don't want.

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replied on April 25, 2018 • Show version history

We did something similar that worked for us. In our case we added all members to a Team and then created Roles, and added users to those roles. Then we called the filter $result=team.findMembersByRole('IT Business Coordinator'); in this example. So anyone with the Role of IT Business Coordinator got the task assigned, regardless of how many members are in the team.

That should also worked with "Teams based on a variable"

rolesTeams.PNG (17.54 KB)

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rolesTeams2.PNG (28.64 KB)

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replied on April 25, 2018

That's interesting, Raul, and I think I could use that for forms processes that have User Tasks related to a specific "role" (employment position). I really like it! Thanks!

But, I can't see how I could use this to force the User Task to be assigned to just one person, based on who's name is picked out of a field list. Did I misunderstand what the variables are used for in this team management option?

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replied on April 25, 2018 • Show version history

I see that you are missing the $result= part of the filter. Should it be like this?

$result=$util.getValue('Name_of_Approver_2')

Never mind, it works both ways on my side.

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replied on April 26, 2018 • Show version history

ANSWER!! I took this problem to my VAR and he got me to change back from trying the TEAM options, back to just a field with a drop down list of Supervisor names. I had to add a variable to the list that reflected exactly what a user would log into LF Forms with.

Instead of a choice of Connie Prendergast with a variable of cprendergast
The variable needed to include the domain name as well: DOMAIN\cprendergast

This fix actually fixes the problem with why the set up for Team choice with a variable wasn't working, as well!

And it worked! Thanks, Jeremy Regehr!

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replied on April 26, 2018

Thanks for sharing the solution Connie.

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Team assignment by variables isn't working

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