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Question

Question

Possible to assign tasks to a whole group without them having to assign to team member before completion?

asked on November 17, 2023

I am creating a form that needs to go through multiple approval steps with signatures etc. The workflow and forms are working great, but I am having issues assigning the tasks to multiple people. 

 

Each step in the approval process has a different team that can approve. And each team has different people. I only need one signature per step from anybody in that team. When I go into that team's tasks, it shows up as unassigned. And they can't sign it until they assign it onto themselves. 

 

I know this is a small step for them to have to take(assigning to themselves) but I wanted to see if there is any way to avoid that part. 

The first picture below is what it looks like before they assign to themselves, second is what it looks like after they assigned it. If its not possible, its ok. I'll just explain to the teams that it has to be assigned to specific person before they can assign it.

 

 

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Answer

SELECTED ANSWER
replied on November 17, 2023

Unless you are using the Round Robin option, if a form is assigned to multiple users, one of them has to claim it before they can work it.  They can claim it from the list of forms or from the button at the top of the form itself.  But there is no trick to automatically claim it when they view it or anything like that.

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replied on November 17, 2023

Thank you.

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