Question

Using a table to check off required tasks on due dates

Forms

Updated October 4, 2024

asked on October 3, 2024

Hello - We are working on a form that goes through numerous approval steps. That all works as intended with no issues. However we need the form to "stay open" until HR completes all additional necessary tasks. These task will never be the same for each employee, so they will type in their task and the due date. Wondering how you go about sending reminders off those dates but then also having a checkbox for when they complete the task. Not sure how I reference a the date variable in the table if there ends up being multiple different dates. I have attached a screen shot for reference what I was looking at doing. I also should mention only one person completes the tasks so it does not move to another person.

Wondering if anyone else has done this before.... possibly using workflow to check for the complete box and then check the date to send the email to remind them it is due?

Table.jpg (38.2 KB)

| Download

0 0

Replies

replied on October 4, 2024 • Show version history

Are you wanting to send different reminders based on the different tasks and due dates or one reminder with everything on the table to the employee? Is this an internal form where the tasks are assigned to an employee through Laserfiche or is it just an email notification to an unlicensed user?

As far as keeping the form open but updated, in order to check off the boxes as each task is completed, HR could check the box for what is completed and submit it. Then you would route the form back to the HR person and just hide anything that is checked.

1 0

replied on October 4, 2024

Hey Angela,

Thank you for the response. Yes we would want to send reminders on the different tasks and due dates. This is an internal form and only 1 employee will be assigned the remaining tasks. So we would be able to send an email through Laserfiche. I think I was getting really close to what you have, I am trying to work through how to setup the workflow to run properly. Right now the HR can check Complete or More Tasks to complete - and then was hoping to send to workflow , if all tasks are completed it would just go to the repository. Not sure that I would need the 2nd workflow to update the form to complete all?

0 0

replied on October 4, 2024

I would suggest sending the reminder through workflow. Since each review allows them to complete and add tasks, it would probably be easier to maintain the list in SQL. You would use a for each row after the retrieve activity to store the results there. Then you can create a view for incomplete tasks and query the list in WF to send out the reminders. If an incomplete task is found, then when it sends out the reminder, use the Set Business Process Variable to update the form status to something like "Pending" in a single line field on the form and have the form reroute to HR. If no incomplete tasks are found, then route the workflow to just update the form status to "Complete". Make sure the Service Task is set to Wait for the Workflow to finish before proceeding.

I edited my previous response on the show/hide, I wasn't considering the table structure in this process. You will probably want to see the history anyway. However, another option would be to have two tables, one to show completed and on to show incomplete. You could append each as the updates are made and values are stored in SQL.

0 0

You are not allowed to follow up in this post.

Question

Question

Using a table to check off required tasks on due dates

Replies

Sign in to reply to this post.