You are viewing limited content. For full access, please sign in.

Question

Question

Allow users in a step to reassign to other users in Laserfiche Forms.

asked on August 20, 2021

I have a process where a form is submitted and one user will assign a department head based on a type of contract using an drop down list and exclusive gateway.  This has been used hundreds of times without mistake but recently the user who assigns the contract to a department head made a mistake. 

I reassigned to the correct user who was in another department but it still treated this as being in the incorrect department and reminder emails were still being sent to the old incorrect assignee.  So I was wondering if I could create a way to allow the department heads to reassign to the correct user.

 

Do I have to create a new exclusive gateway and then create another dept head section so it can be reassigned or can I create an exclusive gateway that goes to the already existing department heads? Is it possible to route things back to the original Exclusive Gateway or can you only move forward?

 

I am currently using Laserfiche Forms Professional Version 10.4.1.224. Can't remember if version 11 finally has a way to go backwards in a process which would fix this.

 

Changing Assignee.png
0 0

Replies

replied on August 23, 2021

Is it possible that when you re-assigned the task, you did not update the variable which you have set in the email reminder?

This is the problem with adding reminders directly into the process diagram. Better to use the reminder systems in the Forms Config under Email Templates.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.