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Question

Question

Routing Form approval to backup approver after period of inactivity

asked on July 11, 2014

 

We are running Forms 9.1.1.  We have a forms process where if the initial approver does not Approve/Reject a form within 2 days I want the request to go to the initial approvers backup. We have 15 departments and there may be 3-4 approvers per department.

 

 I am using an intermediate timer on the approval task to track the time but I do not know how to assign the task to the backup person after the time limit. We have created an external table that contains a list of the approvers for each department.  How do I route the form to the backup approver?

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Answer

SELECTED ANSWER
replied on July 14, 2014

In your database there needs to be a column that has the backup approvers Laserfiche username. If you're using Active Directory it would be domain/username. If it's LDAP, it would be the email address of the user.

 

One way to accomplish this is when it gets assigned to the first approver a database lookup needs to be done and fill in a field with the backup approvers username. The field can be hidden. Then when the time limit has lapsed, it can then go to a user task that is dynamically populated with the backup approvers username.

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replied on July 14, 2014

Thanks

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replied on July 15, 2014
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