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Question

Laserfiche Forms - Warning/Prevent condition

Forms
Updated September 13, 2022
asked on September 9, 2022

We have several reimbursement forms in Laserfiche. Normally supervisors/managers approves the forms for their employees and also they can approve their own forms they submit. We want to see if there's a condition or lookup rule that we can add so managers cannot approve their own forms?

 

Example:

if name variable = supervisor manager field (do not allow to submit or provide an error message). Something like that.

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Replies

replied on September 12, 2022

How are the form tasks assigned?

Usually in situations like that, we use Team filters to exclude the process initiator so they doesn't see the task in the first place.

$result = team.excludeTaskLastSubmitters(20)

Just make sure the number matches the ID of the right task, probably the Message Start Event, which you can see in the top right when you click on the item in the process diagram.

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replied on September 13, 2022

Hi Jason,

Thanks for your suggestion. 

Under Supervisor/Manager which is where employees or the same managers can select the name for the supervisor. It is associated with a lookup rule that it searches for a database that it is attached to active directory and that is how the supervisors shows up on the list. 

On the assigned to it is selected a "user", cause for teams we will have to manually add new supervisors or new employees to the list. It is better for us to use a "user" one.

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replied on September 13, 2022

Which version of Forms are you using? With version 11 you can link Teams to Active Directory groups and auto-sync memberships.

This was a HUGE benefit for us and alleviated a lot of the pain associated with adding/removing users from teams, so we use them a lot more now.

 

If you're goal is to just prevent the user from picking their own name, then you could just make a stored procedure that takes the current user as a parameter and excludes them from the output.

For example, a SP with a query like

SELECT * FROM [users]
WHERE [user] <> @CurrentUser

Then they can't select their own name.

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