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Question

Question

Feature Request: Database Lookup on Process Conditions

asked on May 6, 2014

We have some processes in a few Forms where we need to look and see if a supervisor is the one that submitted the form. Currently we are having to enter each username into the outflow conditions. It would be great if we could have a database table with a list of all the supervisors and tell the condition to see if the username is in that list, if not than it wasn't a supervisor.

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Answer

SELECTED ANSWER
replied on May 7, 2014 Show version history

Hi Blake, as a workaround; you can have a field on your form that is hidden which will contain a value from a lookup whether the logged-in user is a supervisor or not.  Have a database table with a column list of the supervisors (as you suggested) and a second column with a value such as "Supervisor" next to each entry.  When the user logs in, a read-only field can be auto-populated with the user account which can trigger a lookup rule to query this table. If the user is in the list, it will populate the hidden field with the column value "Supervisor".

 

Now in your process, just have an outflow condition checking to see if that hidden field contains the value "Supervisor".

 

This method can be used for other scenarios as well, such as if you have a database table list of all employees in the organization with a column detailing their job position.  The hidden field (or not hidden) will be populated with their position, and then you can have multiple outflow conditions to determine how to handle the form submission based on their job position.

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Replies

replied on May 7, 2014

Travis, that is a great workaround! Thank you for the example. We will be pursuing this as a solution to our current needs. The ability of doing based on job position will benefit us the most. Not sure why I didn't think of that!

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replied on May 7, 2014

No problem Blake, glad to help!  smiley

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