Question

Need Delimiter for Multiple Dynamic Task Participants

Forms Version 9

Updated August 11, 2016

asked on February 27, 2014

Hi,

I have already created form tasks with dynamic participants. I have tried to add multiple dynamic participants using space, comma, semi-colon, and colon as delimiters. Can someone tell me the correct delimiter to make that work.

In a post by Blake Smith he requested multiple participants on a user task:

Blake Smith User 975 • asked 2 hours ago • Edited

Multi-All Step
Assign the document to multiple users or a group of users. Each user would see the document in their My Tasks list until one of the users takes action on it. After action has been taken, the document would move on in the process and be removed from the My Tasks list for all users.

Eric responded:

Eric Cressey Laserfiche 2655 • replied an hour ago

The Multi-All Step behavior does work in Forms. [...] Thanks, Blake!

From the posts above I inferred what I am attempting is possible but I am formatting the list incorrectly.

Thanks!

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Answers

APPROVED ANSWER

replied on February 28, 2014

Using this method of assigning tasks, each participant will see the task in their My Tasks page until one of them completes it.

You don't need to use a delimiter when adding multiple task participants. While configuring your user task, in the Task participants field, enter the username or variable the task should be assigned to. An auto-suggested list will appear where you can select the correct user or variable. You can continue to add more participants to the task by repeating this process.

Please let me know if you have a different use case and I'll try to help. It is possible to do some cool stuff with intermediate timer events and task assignment.

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View 3 previous replies

replied on February 28, 2014

Hi Eric,

Thanks. I am building a dynamic list of participants in a field and using that variable. The data I was hoping could be consumed in your example would be something like ad\John;ad\Paul;\ad\Ringo. From the response you gave am I correct in assuming what I want is not possible and I will need a discrete variable for each participant? I am hoping that my format is incorrect and there is a way to pass the list as a single variable.

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replied on February 28, 2014

I'll investigate further but I believe that what you're asking is not possible at the moment. It seems useful though and if it is not currently possible I'll bring it to the Forms team as a feature request.

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replied on April 10, 2014

I have a similar situation (I think). I need the forms Task Participant to fill dynamically based on the manager selected on the form. I have a manager_username field populated and I use the that variable as the Task Participant.

The emails send but when I click the link in the email, the page displays and error and "You do not have permission to perform this action."

Should this work or am I doing something wrong?

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replied on April 14, 2014

Is the value of the manager_username field properly formatted? If it is a domain account, it needs the domain prefix.

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replied on April 14, 2014

It is a domain account. I have the manager_username field visible on the form for testing purposes. The value of that field displays correct, DOMAIN\username, when a name is selected in the Manager's Name field.

I should mention I'm pulling the manager's "username" and "email" value from the cf_users table based on "displayname". All manager domain accounts have an associated email address in this table.

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replied on April 15, 2014

I just tested my process using another user with a domain account and it worked. The user was able to access and review the submitted form through the received link.

In my previous tests I filled out the form with a dummy name and email and selected myself as the "manager"...I received the email but was unable to access the form due to permission restrictions.

In the end, it works but I'd like to understand why I received a permission error when I was the "manager".

Thanks Eric and Curtis

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SELECTED ANSWER

replied on January 15, 2016

Hi there,

We support retrieve multiple values from Collection/Table rows in Laserfiche Forms 10. So you can have multiple values in a Collection, and use that in the User Task assign to.

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replied on January 25, 2016

Thanks Abby!

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replied on August 11, 2016

Hi Abby,

Does that apply to the email service task in Forms as well, so that if you have an email address in a table row and there are multiple rows, the service task will be able to send to multiple recipients?

Thanks!

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Replies

replied on April 14, 2014

Hi Chris,

That should work. My guess is that your user does not have rights. On the "Access Rights" tab for your process verify that the user is in a group or explicitly granted the Submitter role. My issue is that I need the ability to add 1 to n recipients to the list.

Regards,

Curtis

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replied on April 14, 2014

I agree, it should work but it doesn't. For testing I select my name for the manager and I have Admin role on the Access Rights for the process.

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replied on April 14, 2014

Hi Chris,

See what Eric said above regarding the domain. My solution is to create a selector for the user name and a hidden field that is used for the "Task Participant". I prepend [domain]\ to the value from the selector for the hidden field.

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