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Question

Direct a Form to staff supervisor

asked on August 20, 2021

I have a Form that should be sent to the staff's supervisor. Can this be done in Forms or WF? The problem is we have around 30 supervisors. i know I can create a Team of supervisors but I don't want all the supervisors to get this form. I only want the select supervisor from a drop down menu to only get the form. I was thinking about in Form's Task option to assign to "Team based on variable" but I get a suspended error. Is there a efficient way of getting this process done? Please keep in mind that supervisor come and go (quit, fire and rehire) and I want something that will me my live easy in update the supervisor's list. I'm sending two image on the Team based on variable. I'm this is the way to go but what am I missing?

 

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Replies

replied on August 20, 2021

It looks like Workflow can help, though It's not as smooth as it should be. If you use "Find User" to get information about the submitter, it can produce a token for "Manager's Email". That can then be used to look up the manager's account with a second Find User, which can be passed back to Forms for the user task.

Note that, at least for my AD, the manager's email is more than just an email. It's the name, too, like "John Doe" <john.doe@company.com> which you would need to clean up a bit with Pattern Matching (regular expression) before looking up the manager.

Note: this is theoretical. Looks like it will work, but not logic I have actually used.

 

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replied on August 20, 2021 Show version history

This is a bigger topic and doesn't really have a good, quick fix, but is well worth reviewing a really good long term solution.  I don't know all the answers, and I hope the professionals will speak more on this here, but the solution I ended up with was a hidden SQL database with a tool to access it outside of the MS SQL Server.  The database is a list of all Job Descriptions.  I add in or remove employee names as they come and go, and my Forms and Workflow tools are all programmed to look for the Job Description to find the name, email, etc. these tools need to send emails or assign tasks.  Here is a peak at the columns I have set up.  The last column is the format that LF Forms needs to assign tasks to the specific jobs some of the forms processes are set up for.  On some of the forms, there is a drop-down pick-list of employee names and the form is programmed to look for that name in the "Display Name" of this table and to bring back the FLAGSTAFF\nname to use for assigning the next task.  It is working perfectly.  If you choose this option, make sure you leave room for another column.  I have wished this had been built for me with another column for options I could program forms for (like, for their Supervisor' name).  

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