Question

Locate User Tasks in Forms SQL

Forms

Updated September 27, 2020

asked on September 24, 2020

Hello, I'm trying to write a Workflow that will notify users every morning via email how many Forms tasks (for a certain process) that are pending their approval.

Example: "Grant, you have 12 invoices assigned to you that are pending your approval. Please log in and review ASAP."

I did a little digging into the SQL tables but I figured someone in the community already had these relation tables mapped and could save me some time on research.

Thanks!

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Replies

replied on September 24, 2020

Have you considered using the built in feature of Forms to notify users of their pending tasks? This option can be found under the Forms Configuration page > Email Templates > Recurring Notification.

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replied on September 24, 2020

The built-in tool in Forms that Tommy Do reference above is exactly what you're looking for. It will send an email at the specified time each day to all users currently assigned to a task. The email will contain a list of all tasks that they are currently assigned along with a link to directly access each task.

It's a pretty neat little feature!

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replied on September 27, 2020

Ok great guys I'll try it out! Thanks!

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Locate User Tasks in Forms SQL

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