the route of approval for certain forms in our district have to go through submitter-principal/director-executive director-chief officer- superintendent. we have 20 schools and 25 depts. so what i have been doing is creating each one a user task have the routing decision route to appropriate campus/dept. i know how to copy the template for a business process but there have been times i have to recreate a new business process to an existing form that does not have all users in the process modeler. is there a way to where i dont have to create each user task individually? i attached a screen shot of the business process for reference.
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One thing we are working on right now is something similar. We are able to pull an export from our HR software that we are uploading to a SQL database. Within the export we have all of our Active employees and who their supervisors are with a unique identifier for each one. When the person fills out the form, we look to see who their supervisor is and then do a second lookup for that unique identifier to grab their network username. Since we are using that username as the same username in Laserfiche, we are looking to see if we can then assign a task based on that value. I'm working on that part today, so I'm not sure if it works. If this works it might help you get around creating a user task for each person and instead assigning dynamically, at least for the first part of your workflow.
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Armando, we just finished being able to assign a task to a user based on what employee is filling out the form and who their supervisor is. It is integrated with our HR software doing a database lookup. If you want more information, feel free to contact me.
great news! can you show me what you did? just need to get some ideas. how can i get in contact with you?
You can assign user tasks to variables. If you know the appropriate approver's username and you can put that value into a field, you can use that field variable for your user task. This would greatly simplify your process model and reduce the routing complexity.