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Question

Question

Laserfiche Forms 10 - Assigning one task to multiple users who have the same role

asked on August 12, 2020 Show version history

Hi,

I am creating a Laserfiche form that flows as outlined below:

  1. Employee submits form
  2. Director approves the form
  3. Task is assigned to HR designate(s) for completion
  4. Form is saved in a designated folder

I created a team of users to participate in this process. The team has multiple roles in it as follow:

  1. Submitters
  2. Approvers
  3. HR team

The HR role is assigned to three users. Can I assign one task to all three users? The task should be completed if any of them handle it and complete it. Or, does someone have to re-assign the task to whoever is available to process it? I designed the team in away that prevents members from seeing each other's tasks.

 

I would appreciate your help. Thanks.

 

Wissam

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Replies

replied on August 12, 2020

Yes you can use a team filter so the task is only available to the 3 members with the HR role. This will create one task for any of the 3 HR role members to complete. If you need them ALL to complete the task, you'll need a separate user task for each one. 

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