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Question

Question

Forms 9.1 - Task Particpant Pulled From Lookup Table

asked on April 22, 2016

We currently have a form that has an approval user task in which the email address and AD user account is populated to hidden fields from a SQL table when a corresponding name is selected from a visbile drop-down field.

Eg. Name (visible) > fills in via lookup Email Address (hidden) & AD user account (hidden)

We would like to have the individual selected in the drop-down to be able to be used as a Task Participant in the approval task using some kind of variable assigned. We have tried using both the email address and AD user account hidden fields as variables in the Task Particpant task. These accounts do have full licenses applied to them. The email notification does not get sent successfully.

Is this possible in 9.1? If so, what does the variable need to be? Thank you!

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Answer

SELECTED ANSWER
replied on April 24, 2016

Forms 9.1 supports use variable for task participant of user task, the value of the variable need to match the user name(case insensitive). For sending email notification to the task participant, it will send email to the user's email when "Notify task participants when this task is ready" for the user task is checked. You can check the user's email from My User Settings page when login as this user:

 

From you description,  you should use the variable of the AD user account in the task participant for the approval task to make sure the task can be correctly assigned.  For email notification, please first  check whether the email for these users exist when check from the My User Settings page. If not, you can add an Email Service Task as parallel for the Approval Task and set Send to use the Email Address variable which is populated by the lookup to seed notification.

 

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Replies

replied on April 25, 2016

AD account did the trick. I also re-applied the mappings for the lookup table on all three forms used. Thank you!

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