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Question

Question

Is there a way to use the same Team filter when Team name is set to a token?

Laserfiche Forms Version 10 Ideas How To
Updated April 7, 2020
asked on April 7, 2020

I created a Team filter called "Approver Step", but when I change the "Assign to" option from "Team" to "Team based on variable", I am not able to re-use the filter I created earlier when using a token for the "Team name" field.

For example, it works fine when the token pulls in "Managers" but not when it pulls in "Supervisors".

Here is the error message I get:

Any advice is appreciated, thank you!

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Replies

replied on April 7, 2020

You need to create the team filter with the same name in each team you want to use it for. If you name the filter the same for each team, the dynamic team but static filter name should work. 

6.8.0
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replied on April 7, 2020

Thanks Jared! I was hoping we could avoid that in the event that the customer removes or adds new teams. Is there a way we can change the var "team" to reference the token?

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replied on April 7, 2020

You can use a variable for both team and team filter, but the team filter is still a property of the team itself and must be created for each team. If the customer adds new teams, the team filters would have to be added to those teams as well. 

 

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replied on April 7, 2020

Sounds good, thank you!

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