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Question

Forms filter logic

Forms
Updated August 9, 2023
asked on August 7, 2023

I have been playing around with the javaScript in customer Team filters and cannot quite seem to get.  

The scenario is for a invoice to get coded by a team and then approved by a team.

Sometimes the coder also happens to be part of the approval team.  It still needs to go to the approver team but not to the person that has done the coding (approver cannot approver their own coding).  

Is there a way you can assign a task to a Team but exclude one person from that team?  I have seen things like the team.excludeLastTaskSubmitters() but can't seem to get it.

Any options would be helpful.

Thanks!

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Answer

SELECTED ANSWER
replied on August 8, 2023 • Show version history

You've got a couple of words swapped. Took me a while to even notice, but that should be the only thing you need to change.

It's "excludeTaskLastSubmitters"

You have "excludeLastTaskSubmitters"

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Replies

replied on August 7, 2023

You have to include the step id of the task associated with the user you want excluded.

When you click on the task in the process diagram, that's the ID value in the upper right.

Just be sure to make a note of the fact that if you change things, like removing that step in replacing it with a new one, you'll need to update that value in the filter too.

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replied on August 8, 2023

So I have created a simple test process. Starting Form to a user task.  Assigned to a team with the filter logic.

I have tried the ID of the starting task as well as the task that its on.  Must be missing something as it doesnt validate at all

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SELECTED ANSWER
replied on August 8, 2023 • Show version history

You've got a couple of words swapped. Took me a while to even notice, but that should be the only thing you need to change.

It's "excludeTaskLastSubmitters"

You have "excludeLastTaskSubmitters"

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replied on August 8, 2023

Just got back to this - thanks Jason.  I swear I copied it from the help file as well..

Got a successful result this time.  Seems like the behavior assigns it to the individuals excluding the submitter.  If one does the task, the task is done.  It removes the assign to me option as in it doesn't assign it to the Team less the submitter but everyone but the submitter.  I think we can work with that.

 

Thanks again,

Chris

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replied on August 8, 2023

Glad you got it working, and yes, it is good to note that the filter assigns to the individuals rather how it traditionally looks when assigned to a team.

This usually isn't an issue for us either, but it might come up in processes that sit longer. We've had a few times where we added a new team member and people wondered they couldn't see any of the pre-existing tasks.

 

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replied on August 9, 2023 • Show version history

Is there a trick to the dynamic filter?  When I have it assigned like this it works:

When I have it assigned like below, it does not work.  I cannot hard code the Team name as its dynamic

 

 

I can test the rule in the same menu and it works.  Just toggle back and forth between the two.  Any ideas as to why that would be?

Edit - I have made the rule new with a new name, deleted all other rule filters, etc.  Always says it cannot find the rule name...

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replied on August 9, 2023

I believe it may be that the filters are team-specific meaning you would have to create the same filter for any of the teams that may be used in the variable used to determine the team.

I have never combined filters with dynamic teams so I'm not 100% sure, but I did find the following post that seems to discuss a similar situation as yours.

How are dynamic team filters constructed? - Laserfiche Answers

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