Assign an existing user in a field

Home Forum WorkFlow Assign an existing user in a field

This topic contains 1 reply, has 2 voices, and was last updated by  Dennis @ PerfectForms 5 years, 1 month ago.

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • #6788

    Ahmet
    Participant

    I created a form for internal use. Therefore I want to assign the next step in the workflow from the form to my self (i am a user in PF) or to one of my colleagues (also user in PF).

    Is there a possibilty to search in a form for users in PF?

    #6790

    User data is not accessible meta data in that regard. One solution would be to create a list for use in a drop-down. You will have to update the list and the drop-down every time a new user is added. See our help guide for information about creating a list: http://www.perfectforms.com/Documentation/manual/html/?fg_adding_a_list.htm.

    You could also manage this with multiple roles. Assign different users to different names roles in the workflow.

    You could also use Positions and change the owner of the position in the dashboard. Help guide: http://www.perfectforms.com/Documentation/manual/html/?d_positions.htm

    Either way, you will have to manually update as users are added.

Viewing 2 posts - 1 through 2 (of 2 total)

You must be logged in to reply to this topic.