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Question

Forms - "Automatically load the next task if the same person is assigned to it" and "direct approval" not working together

asked on October 10

Hi,

 

I have a Form in LF Forms with several user's tasks assigned to the same person and for each of them, I have checked the boxes "Automatically load the next task if the same person is assigned to it" and "direct approval".

 

When the user opens the task and sees the form and approves it , the function "Automatically load the next task if the same person is assigned to it" works fine and the form for the next task is displayed.

 

But if the user wants to use "Direct Approval" from the detail pane of the task without opening the form, the function "Automatically load the next task if the same person is assigned to it" doesn't work and the user has to refresh his task's list to see the new task (same behaviour as if "Automatically load the next task if the same person is assigned to it" was not checked). 

 

Is there a way to Load the next task even when I validate with Direct Approval

 

Thanks for your help

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Replies

replied on October 18

Hi Jared,

Thanks for your answer.

You wanted to know more about this use case. The validation is made by several persons with different roles (for instance , the manager of the requester, then the IT manager). In most cases, these people are differnent but it can happen that here the manager of the requester is also the IT manager. That's why he has to validate twice the same request without having to open the form

 

 

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replied on October 11

These two options are not supported together. Automatically load the next user task was designed for a user to fill out a form, have some workflow run, then pop up a secondary form to that same user automatically. Direct approval was designed to make it easier for users to go through the inbox list and take actions on forms from there. 

What is your use case where an approver uses direct approval on a form (without filling out any values), and the next task is also assigned back to that same approver? 

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