Question

Can I assign a user task using Team Task based on variable to more than 1 user

Forms

Updated November 26, 2020

asked on November 25, 2020

Hi,

On a user task, can I use filters or any other method to assign a user task to more than 1 user within a team? Only one of the users needs to approve, but we don't want to send a task to everyone in the team, just 2 or 3 users if required. This will be based on a lookup.

We get it working using an email task (only emailing the users required) followed by a user task (no mail), but then it is assigned to the whole team.

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Answer

SELECTED ANSWER

replied on November 26, 2020

Yes, with proper team filter to filter out desired team members.

Following is an example:

Say there is a team with multiple users, and there is a single line variable('UserName') inside collection('Collection') to holding list of team member name. You can configure team filter with

$result=team.findTeamMembersByUserName($util.getValue('Collection','UserName'));

Then the user task will assign to team member whose user name matches variable value in runtime.

I see your user task is configured with 'Team based on variable'. To use dynamic filter, you need to create filters for all possible team first. Then put the filter name in 'Dynamic filter' field. You may need another variable to calculate the filter name based on team if filters have different name.

Check more details in https://answers.laserfiche.com/questions/114536/How-are-dynamic-team-filters-constructed#141764

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Replies

replied on November 25, 2020

Hi Gert,

You can assign user task to team with team filter, please check https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/Forms/Content/Inbox-And-Teams/Creating-Team-Filters.htm%3FTocPath%3DForms%7CUsing%2520the%2520Inbox%7C_____1

The variable holding the lookup result can be referenced in team filter expressions.

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View 4 previous replies

replied on November 25, 2020

Hi Ziyan,

Thank you, I am aware of this, but what I meant is the following: Say we have a team with 30 members in the team and then i want to use team filter based on variable to assign the user task to only 2 or 3 members in the team and not to the rest of the members in the team, but they will be able to see it in Team Tasks.

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replied on November 25, 2020

I am not sure whether I understand correctly. So the problem is that you don't want the rest of team to view the task?

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replied on November 25, 2020

Example below to explain more:

30 Team members and I want to explicitly assign a task to only 2 of the team members, the 28 other team members can view the task. I just want to know if there is a way using the filters to assign a user task to more than 1 person within a team.

I know when I select the user names option, you can assign tasks to 1 or many users.

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SELECTED ANSWER

replied on November 26, 2020

Yes, with proper team filter to filter out desired team members.

Following is an example:

Say there is a team with multiple users, and there is a single line variable('UserName') inside collection('Collection') to holding list of team member name. You can configure team filter with

$result=team.findTeamMembersByUserName($util.getValue('Collection','UserName'));

Then the user task will assign to team member whose user name matches variable value in runtime.

Check more details in https://answers.laserfiche.com/questions/114536/How-are-dynamic-team-filters-constructed#141764

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replied on November 26, 2020

Hi Ziyan,

This is amazing, thank you. Yes, I do have a variable to see the team. Does the collection work for a table as well?

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replied on November 26, 2020

Yes, work for all variables available in team filter editor

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replied on November 26, 2020

Thanks Ziyan, much appreciated.

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Can I assign a user task using Team Task based on variable to more than 1 user

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