Question

Forms 9.1.1 How to select an authenticated user as an approver from dropdown list

Forms

Updated October 9, 2014

asked on October 7, 2014

I have a school that has 10 Head of Departments. These HOD's are Authenticated Forms Users assigned using LDAP.

When a purchase order is submitted it needs to be routed to the appropriate HOD .

On the Purchase Order form how can I configure a dropdown selection so that when the user selects there HOD and submits the form. The associated approval user task sends the approval notification to the HOD selected on the form.

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Answer

SELECTED ANSWER

replied on October 7, 2014

You can add the username for the 10 HODs as choices for the dropdown field, and in the user task, select the dropdown variable as task participant. The user task will be assigned to the selected user.

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replied on October 8, 2014

Thanks for the reply. It answers my question but there is a slight twist.

I would like the form to have a department field dropdown. When the user selects the department the HOD field is automatically populated from a sql table that I created from an excel file.

So as long as I populate the sql table with the department and ldap username of the HOD and the lookup rule on the HOD field populates the HOD user from the sql table then I can use the HOD field variable in the user task for approval. Does this sound reasonable ?

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replied on October 8, 2014

It's doable, you just need to make sure the value in the database table match the username and use the variable for the HOD field in the user task.

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replied on October 9, 2014

Thanks

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Question

Forms 9.1.1 How to select an authenticated user as an approver from dropdown list

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