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Feature Request: Teams Roles Reporting on Forms

posted on February 28, 2023

Hello,

When a Team is organized into multiple roles, I noticed there is no way within the reporting tools in Laserfiche Forms to view the breakdown of tasks in a team by roles.

 

This seems to be a gap in the feature when a process has a team large enough to be divided into multiple roles, the tasks being filterable to role subgroups is great; however, the problem that occurs with this design approach is now as a Manager or Supervisor there is no way to parse reporting between individuals in a role.

 

Imagine there is a Team of Administrators, and within the Team, there is a role for Clerks, Senior Agents, and Specialists. As a Supervisor, I want to be able to assign tasks from the queue for the whole team. However, from a reporting standpoint, I would want to see the pending tasks based on the roles that each process is tied to.

 

The only solution right now is not to leverage roles and to instead create multiple teams, but then the Managers and Supervisors will have more views to drop down between as a result.

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replied on March 13, 2023

Thanks for sharing with us your use case, I added your feature request to our internal ideas portal.

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replied on February 28, 2023

I agree that this would be a great feature. As a workaround, you could have a hidden field that has the current step assignee role name as the value and use that in your reporting data to be able to filter by role.

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replied on February 28, 2023

Yes, that would work for custom reports but the operational dashboard would not benefit from it.

It would also be great if you select a team for re-assignment so that you could pick roles as well.

 

Thank you,

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