Is there a way to change a Form submitter? We have a number of in-process Forms instances from an individual who is leaving our organization.
This is probably going to need some database access and some sql. The "cf_bp_main_instances" table contains the user who initiated the process in the field "user_snapshot_id". This relates to a table called "cf_user_snapshot". If you are wanting to change the approvers of the process that information is located in "cf_bp_instance_approvers" also in the field "user_snapshot_id". Using the "id" from the "cf_user_snapshot" table, update the "user_snapshot_id" field with the "id" of the person replacing the person leaving. The sql would be as follows for approvers:
Update [database].dbo.cf_bp_instance_approvers set user_snapshot_id = [id of user];
and for instance initiators:
Update [database].dbo.cf_bp_main_instances set user_snapshot_id = [id of user];
That should take care of it.
Hi Joshua,
For clarification, by in-process forms instance do you mean they started a forms process and it's currently waiting on an approver or another step before being sent back to the original submitter? This original submitter being the person who is leaving your organization and thus you want to change the pointer from that person to someone else before the process completes?
Cheers,
Carl
Hi Carl,
That is correct. A user submitted a form. That form is waiting for approval. The submitting user is leaving our org. We want to transfer the in-process form submitter (pointer) to another user.