You are viewing limited content. For full access, please sign in.

Question

Question

Manually reassign tasks and adding documents to existing Laserfiche Forms submittals

Forms
Updated April 3, 2014
asked on April 1, 2014

Two questions:

 

1. Working on a conceptual forms process.  A question came up regarding the assigned tasks.  There will be 3 parallel reviewers for the current submittal.  If one or more of the reviewers are out sick or on vacation, would the best solution be to just have a timer setting under each user's branch?  Where it will move on to another reviewer if the reviewer does not respond after a certain period of time, or is it possible for a user (probably admin user) to reassign the task if they already know.

 

2. Would it be possible for a user to add documents to the submittal at any time during the process?  In this case, the user is actually a part of the process, but is also the administrator for the business process.  There may be additional documentation they received and want to add it to the submittal to have available for review.

0 0

Answer

APPROVED ANSWER
replied on April 3, 2014

1. Yes, you could use an intermediate timer event to route the form to a different approver. See the Intermediate events section on this page of the web help.  You could also have another user re-assign the task, but this would be a little more involved:

  1. You'd assign the original user task to two users: the regular approver and an admin approver. In the user task settings, you'd enable the approve, reject, and submit buttons, renaming the Submit button to "Reassign."
  2. Use a gateway to route the submission to a new user task if the user clicks the Reassign button.
  3. For this new user task, you can assign it to a different user, or you could use a variable to dynamically assign it to a user that you're pulling from a field on the form submission.

 

2. Yes, you can do that. Task participants can fill out forms that aren't read only; if there's a file upload field on a form (and the form isn't read only) task participants can use that field to upload files.

2 0

Replies

replied on April 2, 2014

1. Ah yes! Thank you, I knew there was but couldn't find the term in the help for some reason.

 

2. The additional documents that would be attached throughout the process would be supplemental to the initial submitted form, such as insurance, etc. What you're saying would be done once a workflow is invoked correct? I was wondering if there was any way to add these supplemental documents during the review process while it is still in Forms. For example if a supporting document is missing from the submittal but it should not slow down or restart the process all over again, we can do a partial approval which can continue the review process. In the case, this does occur the an administrator for this process would like to be able to add the document at any time.

replied on April 2, 2014

I've determined that adding a timer event on a user task will create the deadline for the user.  Where you can then set the duration of the outflow path before it triggers.  I have not yet determined how to create escalations nor figure out how to have a user add attachments at any time of the process in forms.

0 0
replied on April 2, 2014

1. You can do what you're after with either the Deadline, or Escalation activities. They both allow you to specify a primary branch that will then fail over to one or more secondary branches after a specified period of time. The difference between the two is that the Escalation branch can repeat itself before it falls back to the next Escalation branch.

 

2. This depends on what form the submittal takes. Does each document in the submittal get passed through the process independently, or are they treated as a composite group? You could create a folder for a submittal and pass around shortcuts to the folder in your workflow. That would allow someone to make any changes to the contents that they wanted, since the submittal would be the folder and not the documents.

0 1
replied on April 2, 2014 • Show version history

1. I had the understanding that this could be accomplished in Forms' Business Process Modeler as well but could not find the help files on it.

 

2. The additional documents that would be attached throughout the process would be supplemental to the initial submitted form, such as insurance, etc. What you're saying would be done once a workflow is invoked correct? I was wondering if there was any way to add these supplemental documents during the review process while it is still in Forms. For example if a supporting document is missing from the submittal but it should not slow down or restart the process all over again, we can do a partial approval which can continue the review process. In the case this does occur, the administrator for this process would like to be able to add the document at any time.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...