You are viewing limited content. For full access, please sign in.

Question

Question

How to see all instances assigned to a user

asked on August 1, 2018

How can I see in-progress instances assigned to a user? We can add "Assigned to" to the Monitoring page or to reports, but it's not filterable or sortable in either place. It's clearly not a technical limitation, since there are "by user" links on the operational report, but they're only present for five users.

Laserfiche Forms Professional Version 10.3.1.635

3 0

Replies

replied on February 18, 2021

In the coming Forms 11, you will be able to filter or search by assign to in the Monitor Tasks list to get the list of tasks that assigned to a particular user. 

2 0
replied on October 18, 2021

Glad I saw this comment, I didn't know Forms 11 had this, thanks!!

0 0
replied on October 18, 2021 Show version history

Xiuhong Xiang, I am on Forms 11 and I can't seem to sort by Assigned To on the Monitor tab.  Is there somewhere specific I have to go to do this?  

I just tried a search for a specific employee name and got all her "Started By" items but not the Assigned To items.

0 0
replied on October 18, 2021

It's only available when viewing Tasks, not Instances:

    

3 0
replied on October 18, 2021

Ahha!  Thanks!

0 0
replied on April 21, 2022

Hi @████████

How do we find tasks for users that have had their accounts disabled? The "Assigned to" monitor task view option in LF11 only allows searching of active users not former or disabled/invalid users. You can still search using the free text search but if there are multiple "John Smiths" or their name is in the Instance ID this can make finding the tasks tricky.

 

So my question is..

When a user's account is disabled (e.g. they leave the business), their account becomes "Invalid" in LF.  What happens to tasks assigned to them either directly or as part of a team? How can we manage who they are reassigned to?

0 0
replied on April 22, 2022

Hi Kris, 

     You are right, the assigned to field in Task filter currently only supports input active users. We will consider add an option to show the invalid ones so that you can filter for invalid user and reassign the tasks. As a workaround, you can get the SID of the invalid user from cf_users table for Forms database. Then you can filter for valid user from the UI first and change the parameter in the URL for the tasks tab to search for the invalid user as the SID of the user will be used as a parameter(the parameter is &fUserT).

3 0
replied on January 6, 2023

I agree, this would be very useful to be able to search by inactive users, but this is a good workaround in the meantime.

0 0
replied on January 19, 2023

Hello,

I know this a somewhat old post, but would you know why this sort feature is not available in LF Cloud?

Thanks,

Jeff Curtis

0 0
replied on January 28, 2023

It is available in LF Cloud, but you need to select the processes first, then select the user from Assigned to field in Task Details.

0 0
replied on August 1, 2018

Hi Scott, I don't know of a out-of-box solution but you could create a report of all forms used by the particular user then filter by name and status.

0 0
replied on August 1, 2018

I've tried that, but "Assigned to" isn't an option to filter by:

The only option I've found that's available to my users is to dump the entire list to Excel just so they can sort it.

0 0
replied on August 1, 2018

Have you tried "Currently Running Step"? 
May I ask what is the purpose of looking for this information? Are you looking to give your users a status report on where a certain process is at? If that is the case, you might be able to save yourself some headache by adding either an email task to the process at the point of assignment, or write the status to another database for each instance, then create a report of it. Alternatively, if you are familiar with SQL you can query the Forms database.

0 0
replied on August 1, 2018

The current step doesn't help in this case; there are hundreds of users that could be assigned the same step.

I'm trying to help my Process Admins/Business Managers to support their processes. When Jane quits, and all her tasks need to be assigned to Suzie, they don't have a reasonable way to find Jane's tasks.

1 0
replied on August 2, 2018

We have same situations - there are two ways you can handle this:

1. Easy but long way

Remove Jane's license and wait for the Monitor to catch them all then reassign them to Suzie.

2. Difficult but short way

I don't know how complex your processes are but you can use a combination of these two SQL queries to get what you need:

First you will get all In Progress Instances

--find all Instances that are marked as "In Progress"

select process_id, title, bp_instance_id, start_date
FROM cf_bp_main_instances
where status = '1' 

Then you can search for Jane's name in the User Tasks of all processes

--change Jane's name or use a token

SELECT process_id, step_id, definition_json, name
FROM cf_bp_steps
WHERE step_type = 'userTask' AND is_inactive = 0 AND is_deleted = 0 and definition_json like '%Jane%'
ORDER BY process_id, step_id

 Optional - you can use workflow to accomplish this report, use the Custom Query action to find this information. (You can even join these two queries into one for more comprehensive results but I broke it out in steps) Then you can email yourself the report of all In Progress Instance ID numbers that could potentially involve Jane.

 

I started using the 2nd query to find all places where I have to replace someone's name when they leave because auditing it is so difficult when you have over 100 processes. As for in progress instances, I usually disable the license of the person who left and let the Monitor catch them then reassign as they get to the person who left. In my situation it is easier than reassigning each one immediately because of timers.

Hope that helps!

2 0
replied on October 30, 2020

For a more long term solution, I have used:

1) An ORG Team in Forms where the Roles are the job descriptions and the assignments are based on the Roles (job descriptions).  So you only have to change the name in the Team once, when someone leaves and a new person is hired in their place.  Change it in the Team and all forms tasks that are pointing to that role now have access to the right name.

2) A hidden SQL that lists all our job descriptions and columns for the employees' name, email address and the format that LF Forms needs to assign tasks (which is DOMAIN\jsmith

Option 1 has a downside where by if the ORG Team is assigned then it opens up how many people can see the forms.  If confidentiality isn't an issue, this is by far the easiest to set up and maintain.

Option 2 has a downside of being harder to set up and maintain if you don't have IT, but it is working great for me!  

1 0
replied on August 1, 2018

Hi Scott,

 

Thanks for the feedback. Filter by "assign to" feature is in our backlog but we don't have a ETA yet. 

 

Best,

Fangzhou 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.