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Question

Question

How we can approve and delegate the form?

asked on March 14, 2023

Currently, we have Approve and Reject buttons in the approval form, but I would like to add Approve and Delegate button. When we click on this new button, the action should be Approved and Send the approved form to the other user for their information. And also, how we can add a field to enter the user's email addresses to forward the approved form?

 

Thanks & Regards,

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Replies

replied on March 14, 2023

Hi Ashok, you can name the button itself Aprove and Delegate in the Tasks Form buttons.

In regard to your process, without having to resort to Javascript, I would just create a Checkbox on the Form that would say Delegate, and if they click it, then use a field rule to displayed the required Email field. I would only have the Approve button at that point. You can then use the Delegate Checkbox as a condition in your process design to push to email the Delegated user or assign them a task. FYI, typically LF wants the username not the email address if you are assigning a task to a user.

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replied on March 14, 2023

Hi Ashok,

 

In Forms 11 Update 3, we support adding more action buttons for the user task, you can refer to https://support.laserfiche.com/kb/1014413/list-of-changes-for-laserfiche-forms-11-update-3 and https://support.laserfiche.com/kb/1014419/list-of-changes-for-laserfiche-forms-11-update-3-hotfix-1014419 for more details.

As for the email field, basically you can add some field rule on it to make sure it only displays when some condition meets.

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