Question

Is there a way to mass-reassign forms?

Laserfiche Forms

Updated April 8

asked on July 24, 2024

The use case being that an employee may be out on vacation or extended leave. I see similar use cases/feature requests but I haven't been able to find a solution to this without having to find every single task and re-assigning it to an alternative user.

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Replies

replied on July 24, 2024

If you know that your task is assigned to a specific person, you can go to Monitor, select Tasks and then enter that users name in the Assigned to. Highlight all the tasks click the re-assign button on the top left and select the user you want to reassign to. It only works if it is a perfect one-to-one, however.

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replied on July 25, 2024

This is a use case we are actively looking at making easier. In the meantime definitely check the answers here.

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replied on July 24, 2024

Hi Michelle,

Does Blake's answer here help at all? That's how I typically do this when I need to re-assign tasks for a lot of instances at once.

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replied on July 25, 2024

Thank you Jacob. I meant to specify that we would like to automate this. My apologies for not including this in the original post.

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replied on July 25, 2024

Currently there is not an automated way to do this without creating your own. Hopefully sometime soon though.

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replied on April 8

Hi Michelle,

We are currently collecting and researching this feature request.

Your pain point is mainly about personal tasks?

Does a team task require an alternative user? Is it sufficient to skip the user if team user is on vacation?

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Is there a way to mass-reassign forms?

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