Question

Forms: User drop down list

Forms

Updated November 4, 2015

asked on May 18, 2015

I want to allow the process initiator to designate the recipient of a form(s) by choosing their name from a drop down list.

My process starts with a form named "Project Checklist" which is filled out by the process initiator or "Project Specialist". When filling out the Project Checklist, the initiator chooses the "Field Construction Coordinator" who is working their construction job.

The person they choose on the checklist will be the user that needs to fill out the 3 other forms that are part of the business process. So I want to specify the "user task participant" on the other forms as the user that the initiator chose from a drop down list on the Project Checklist form....

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Answer

SELECTED ANSWER

replied on May 18, 2015 • Show version history

Here's one approach that might work. Configure a lookup rule to pull the list of those users directly from the Forms database. The table is cf_users, and the value of the 'is_activated' column has to be 1 (which means they will be either named users or authenticated participants). First, put a hidden single-line field in the form with default value of 1, and a dropdown for the user list. From there, you can configure the lookup rule easily by saying "When my hidden single line field matches with data source column is_activated, fill the dropdown with the data source value username."

Then you can use that dropdown field's variable in the user task list to handle dynamic routing (although I didn't get a chance to test that part).

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replied on November 4, 2015

Are you first creating a SQL database by importing the cf_users table in and then creating a data source in LF Forms?

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replied on November 4, 2015

You can do it that way too, but I would create a view instead of a table. That way the data is real-time and you don't have to worry about synchronizing tables.

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replied on May 27, 2015

this worked! thank you!

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Forms: User drop down list

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