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Question

Question

Role filter Help

asked on August 31, 2022

We have a Forms teams where each member is assigned a separate role (role name matches their name).  My goal is to assign a task based on a variable from a submitted form that will match the role name.  Is there a way to do this without using an exclusive gateway that has a path for each role?  Something like "If variable equals Steve, assign to Steve role within the team.

Thanks!

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Answer

SELECTED ANSWER
replied on August 31, 2022 Show version history

Hi Thomas

You can use Team Filtering to assign a Role to a Task using a variable in a field. In this example, the Dept is a Role within the Team, so the task is assigned to the person assigned to that Role

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replied on August 31, 2022

Thanks Steve. Exactly what I was looking for.

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