Question

Forms 10: User/Team Assignment

Laserfiche Forms Version 10

Updated February 28, 2018

asked on December 8, 2015

Hi,

I'm doing some testing with the new features of Forms 10 at the moment and have a question regarding assigning tasks to users/teams. I've set up a Process to assign a task to a team, at which point the users or manager can then assign that task to an individual user. What I want to be able to do is then assign the next user task, to the previous submitter, but keep the task within the same team.

Is this possible to do? If not, I think it would be a really useful feature so that tasks can be updated and allow the other team members to see the progress.

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Answer

SELECTED ANSWER

replied on December 8, 2015

Hi there,

You can use the Team Filter to achieve this.

Example: You want to assign a task back to the people who were assigned the task the last time. If no one was assigned to the task previously, then you wan to assign the task to the team. You can use the following JavaScript, replacing "6" with the step's ID number.

var assignedTo;

assignedTo=team.findTaskLastSubmitters(6);

if (Object.keys(assignedTo).length == 0)

$result=team.getAllMembers();

else

$result=assignedTo;

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Replies

replied on December 8, 2015

I believe once the tasks are assigned from a team to a team member, the entire team is no longer able to see them, just the team manager. Someone correct me if I'm wrong here.

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replied on December 8, 2015

Blake,

When a task is 'reassigned' to a team member the rest of the team can still see the task as long as that option has been selected in the Team Options. The team cannot see any saved drafts though and this is the functionality that I'm essentially looking for.

I want the user to be able to 'Submit' the task so that if a condition is not met, updates they make are saved, and the task is assigned back to the submitter. I tried to achieve this by putting in a loopback on a User Task assigns the previous submitter of the task, but unfortunately this means that the task leaves the 'scope' of the team.

Hope the above makes sense! Any advice on workarounds would be much appreciated.

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SELECTED ANSWER

replied on December 8, 2015

Hi there,

You can use the Team Filter to achieve this.

var assignedTo;

assignedTo=team.findTaskLastSubmitters(6);

if (Object.keys(assignedTo).length == 0)

$result=team.getAllMembers();

else

$result=assignedTo;

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replied on December 9, 2015

Thanks Abby!

This is exactly what I was looking for.

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replied on February 19, 2016

It appears I cannot get all the members of my team to approve a form based on the role assigned to my team, only one member approves and the BPM disregards the other three members and moves on to complete the BPM, what could be the cause of this issue?

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replied on February 29, 2016

Hi there,

Tasks assigned to multiple team members is the same as tasks assigned to multiple users. After one of the assignees approves it, it goes to the next step. For your use case to multiple people need to all take action on one more, it'll be a new feature request, I'll bring it back to the product team.

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replied on February 28, 2018

Did this feature request get integrated with the new version of Forms?

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Forms 10: User/Team Assignment

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