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Question

Question

Feature request: assign User Task directly to Role

asked on April 23, 2021 Show version history

Problem: Several processes (that are used by multiple teams) require supervisor approval as the first step. So we assign the task using "Team based on variable" and a filter for the Supervisor role.

TeamA has a Supervisor role containing only Joe. Against our better judgement, we let Joe take a few days off. Joe's boss, Jane, needs to handle TeamA's Supervisor role while he's out. Replacing Joe with Jane in the role only affects new instances. Someone has to dig through Joe's inbox, figure out which ones need to go to Jane, and manually reassign them all. Then we do it all again when he gets back.

Suggestion: Rather than using a filter to find team members in a role, allow assignment to the role itself. Let the inbox show tasks assigned to the user's roles. If Joe goes on vacation/gets promoted/leaves the company, we need only put the responsible party in the correct role and they're set for both in-progress and future instances. Got someone buried under a mountain of forms? Add another team member to the role and they can instantly start helping work through the backlog.

Laserfiche Forms Professional Version 11.0.0.541

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Replies

replied on April 23, 2021

Thanks for the request, I've heard similar ones before. I'll add this to the feature request for our consideration. 

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