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

Question

Question

Task assigned to team - excluding the initiator from Team Approval.

Forms
Updated September 17, 2018
asked on September 17, 2018

Hi All,

 

Looking for a solution for the following which I believe can be achieved;

 

Scenario:  Team of three members named 'Approval Team' give final approval on a form.

Team members involved;

User 1

User 2

User 3

 

Now at the moment with our current setup if User 1 initiates a form that goes onto the 'Approval Team' he will be included in the process, receive the email and ultimately be able to approve the form he started. This isnt good. 

 

How do I amend the process to allow that if User 1 from the team initiates a task then do not include that user when the form is passed onto the 'Approval Team' leaving the approval for User 2 & User 3 only.

 

is this done with Dynamic filter? Could someone help me achieve the above.

 

Thanks

 

 

0 0

Replies

replied on September 17, 2018

Hi Clive,

You should be able to accomplish this by assigning the approval task to the team, and using a filter to exclude the initiator. The filter would look something like the following, replacing StepID with the ID of the initial form submission in your process.

$result=team.excludeTaskLastSubmitters(StepID);

I hope this helps!

3 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...