Question

Review and approve multiple tasks

Forms

Updated November 4, 2020

asked on November 4, 2020

Is there a way in Forms to “Automatically load the next task if the same person is assigned to it”? For example:

Automatically load the next task in the inbox, if the task is the same
Allowing you to open the first, review and approve it, then it AUTO opens the next, allowing you to review and approve, etc…
This allows you to see the detail, approve and AUTO load the next for review…

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Replies

replied on November 4, 2020

It is a checkbox at the bottom of the user task configuration, it is stated exactly as you typed it. It doesn't auto load if the task is the same in every respect, but it does if the same user is assigned, regardless of the task details.

It doesn't specifically load the next task in the inbox, it loads the next task defined in the process (which at the same moment becomes the next task in your inbox)

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replied on November 4, 2020

What we specifically are looking for is...

similar to what you are stating, but NOT within the same process session.

If Process A is fired off 20 times with different data sets

User JDoe is assigned a form approval 20 times with different data sets

In 10.4 I can Approve the 20 tasks using bulk approval

but I cannot review each without opening each, approving it, clicking on the next, reviewing it and approving it, etc...

I would like to Auto load the next process similar task, but from a different session, giving the user a better user experience and less clicks.

In 10.4 LaserFiche added a "Approve multiple"

better yet would be "Review and Approve multiple" auto-loading the next...

I hope that makes sense.

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replied on November 4, 2020

I know there is a generic auto-load next task (you can't define IF statements or filters) from your inbox in the LF App, which you can get from the Windows Store.

I am not sure about the web application though.

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Review and approve multiple tasks

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