Question

forms team notification filter

Forms Version 10

Updated December 17, 2020

asked on December 16, 2020

I have a situation where the submitted form goes to a User Task assigned to a team. The customer only wants to send the user task notification once the task is assigned to an individual user and only sent to to the assigned user (not the whole team). I have looked at the Team Filter, but I do not see a token for the assigned user. Is there an expression that I can use to accomplish this?

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Replies

replied on December 16, 2020

Are you using Round Robin distribution or using Roles to choose a single user on the team to assign the Task to?

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replied on December 17, 2020

We have a single user that is reviewing the team tasks and then assigning them to a specific team member manually.

Form submitted >> Assigned to Team >> Assigned to Member

They only want the email notification to go to the member that is assigned the task.

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replied on December 17, 2020

In Forms 10.4.5 they added the option to the Task to email the user on re-assignment which sounds like what you are looking for.

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replied on December 17, 2020

That is what we are looking for, but upgrading at this point is not an option.

I ended up creating a new user task that comes before the approval task and added a field to select the assigned user. So now, the form is submitted, there is a user task for the single user to assign the submission, and then the approval task uses a filter to get the user and assign the task.

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forms team notification filter

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