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Question

user task by role

Forms Version 10

Updated September 26, 2019

asked on September 25, 2019

I am trying to assign a user task for a team by using the "find member by role." However when I test, it does not find the user. As any one had the issue, or can see what I may be doing wrong?

I have the travel team with 4 members in it. Our "travel buyer" is assigned that role. I have selected the travel team and used the filter to find a member by their role.

We have Forms Professional 10.4

team role.png (17.92 KB)

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user task.png (35.01 KB)

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replied on September 25, 2019

In the User account above, you have assigned the role to the user, but the user is a Manager, not a Member, have you tried also making them a member as well. I believe the Role Filter is only looking at those users who are Members

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replied on September 26, 2019

Yes! Thank you! It worked. I would not have thought about it only applying to members, but it clearly says "find member". I appreciate your help!

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user task by role

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