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Feature request: To set the Forms task outflow based on the team/role of the task submitter.

posted on July 17, 2018

Case Study: We have a Team with two roles – Submitter and Trainee. When the starting form is submitted it goes to the team to review. The team review can reject for more updates or submit to continue process. If rejected it goes to the submitter for updates. Once the submitter has finished updating the form it has two outflow options…. One, the submitter is a member of the Submitter role and the form continues with the process. Two, the submitter is a member of the Trainee role and returns to the team for review.

 

Currently we’re using this process diagram where we have to manually update the gateway every time a new team member comes on as “trainee” and when they change from “trainee” to “submitter”. Instead, we’d like the outflow to determine where to go based on task submitter team role. Then the staff can manage their own team and add/remove members from the trainee role when needed.

 

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replied on July 20, 2018

Another thing you could try is using a stored procedure to send in the submitter's username and return their role from the Forms database. Once you have the role as a variable, you can store that in a hidden field on the form and use that for your routing decision. 

That said, it's an interesting feature request that we can look to make a bit easier in the future. 

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replied on July 26, 2018

Thanks Jared!

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replied on July 17, 2018

Hi Drew, 

 

Would you not use the dynamic filters in this instance? would that assist in your query here? 

I have a few forms set where dependant on the user, it gets assigned based on the role via a dynamic filter. 

 

So, instead of selecting a user, a team is selected and the below is something you would look at:

 

The highlighted in red on the top line are the user names, and based on that, it goes to the correct team role? 

 

Thanks

Ziad

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replied on July 23, 2018

Thanks for the response Ziad. I will give that a try!

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