All in the process will be mapped to a in the workflow. From there, the roles can be mapped to specific users, user groups, a or an e-mail field on the form or static e-mail address.
Note: If a role is assigned to a specific user who then leaves the organization or changes functions within the organization, you must open the form and change the role to reflect the change.
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| 1. | Select the role you want to map to a person and click Edit. |
| 2. | Choose the default person. |
| • | None - You are not required to map a role to a person. |
| • | User - Click Select. A list of users in your organization is displayed. Choose the user and click OK. If you do not see the user you want, the user will need to be created. See Creating a New User. |
| • | User-Group - Click Select. A list of user-groups in your organization is displayed. Choose the group and click OK. If you do not see the group you want, the group will have to be created. See Creating a User Group. |
| • | Position - Click Select. A list of positions in your organization is displayed. Choose the position and click OK. If you do not see the position you want to assign to the role, you will have to create it. See Creating a Position. |
| • | Email Taken From a Field - Click Select. A list of the fields on your form is displayed. Choose the field that will contain the e-mail address for the role. Click OK. |
| • | Fixed Email Address - Enter an e-mail address for the role. |
Note: If you choose to notify someone via e-mail rather than through a user account, position, or a group, then you should get that e-mail address from a form field if possible.
| 3. | Click OK. The role list now reflects the Person property. |
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Updated: 06/12/2011
Page url:
http://www.perfectforms.com/Documentation/manual/html/?w_mapping_roles.htm
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