Question

How to Filter Team Members for User Task Based on Field Value?

Forms

Updated July 1, 2019

asked on July 1, 2019

I have a Forms process where if a field named 'Service' = A, B, C, or D it needs to be assigned to a team. If it does not equal 1 of those four, then it will be routed to a supervisor to choose an employee name from a drop-down field.

Either way though, the instance needs to end up at the same user task for processing. Since Forms does not allow you to add two different teams to a single user task, this causes some complications to the design of the process diagram. I was reading in the JavaScript Filter Expressions help file and it seems to support if statements. Is it possible to check if a field variable has a value, if yes, then assign to a team member based on DisplayName, and if no, assign based on a Team name from a different field?

This would allow for the ability if the supervisor has selected a name from the drop-down field it would assign based on DisplayName, but if he did not, then it would dynamically assign to a team based on field value.

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Replies

replied on July 1, 2019

Because of the ability to send the form back in different places in the process, it would simplify things quite a bit of we could do what I described originally. There are 26 possible paths that it had the ability to go down.

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replied on July 1, 2019

How about you use the exclusive gateway? One path for Service A,B,C,D and the other path for Not A,B,C,D.

Assign to a team for the first path. Assign to supervisor for the second path. The supervisor can go to his/her assigned task list and reassign it to the appropriate person or team.

Or the supervisor can open the task and select from a drop down and the next user task will use the variable from the drop down for assignment.

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replied on July 1, 2019

Hi Blake,

If you use a team filter, it could not assign user task to the team; a possible solution was to assign to all the users on this team.

Based on how the users were organized:

If the user that supervisor selected was on the same team, you could use team filter like this:

if ($util.getValue('Member_name')) {
$result=team.findTeamMembersByUserName($util.getValue('Member_name'))
} else {
$result=team.excludeRoles('NoOneInTheRole')
}

If the user that supervisor selected was on a different team, you could use "Assign to: Team based on variable". You could set team name in a variable and set the variable value during user task (using formula maybe), and assign task to team based on the variable. Then add filter inside team to assign to different users based on selection.

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How to Filter Team Members for User Task Based on Field Value?

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