Automate

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Hi again Alexander

Here's a little sample solution and what I did attached and zipped, because we don't accept .wzip files at attachments in the community.

I used the data connection to the group, and I used a RAW Query in the swimlane to filter the group to me, like: [Email]=='[/my:myFields/my:dummyemail]'  (note Email is a field in my group)

Note that I don't *have* to do this, because the team won't get the email until the task is ready, and you set the members of the group before you get to that task.

Then I have a field in the solution using a semicolon separated list of people – all who are members of the group, like: sigrid.kok@precisely.com;maria.ebner@precisely.com

and I used the workflow participant resolver to reset who was assigned, and it worked.

Would something like that work for you?

There may be other ways, but I know this works.

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Sigrid,

In both my own solution and your example, upon deploy I get the error Syntax error: Missing operand before '=' operator.

I've made sure to copy the exact syntax from your example in the filter field, and I've ensured the group I'm using has an Email field.

I'm on Evolve 20.3, if that makes a difference.

Hi again Alexander

Here's a little sample solution and what I did attached and zipped, because we don't accept .wzip files at attachments in the community.

I used the data connection to the group, and I used a RAW Query in the swimlane to filter the group to me, like: [Email]=='[/my:myFields/my:dummyemail]'  (note Email is a field in my group)

Note that I don't *have* to do this, because the team won't get the email until the task is ready, and you set the members of the group before you get to that task.

Then I have a field in the solution using a semicolon separated list of people – all who are members of the group, like: sigrid.kok@precisely.com;maria.ebner@precisely.com

and I used the workflow participant resolver to reset who was assigned, and it worked.

Would something like that work for you?

There may be other ways, but I know this works.

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Sigrid,

In both my own solution and your example, upon deploy I get the error Syntax error: Missing operand before '=' operator.

I've made sure to copy the exact syntax from your example in the filter field, and I've ensured the group I'm using has an Email field.

I'm on Evolve 20.3, if that makes a difference.

Hi again Alexander

Here's a little sample solution and what I did attached and zipped, because we don't accept .wzip files at attachments in the community.

I used the data connection to the group, and I used a RAW Query in the swimlane to filter the group to me, like: [Email]=='[/my:myFields/my:dummyemail]'  (note Email is a field in my group)

Note that I don't *have* to do this, because the team won't get the email until the task is ready, and you set the members of the group before you get to that task.

Then I have a field in the solution using a semicolon separated list of people – all who are members of the group, like: sigrid.kok@precisely.com;maria.ebner@precisely.com

and I used the workflow participant resolver to reset who was assigned, and it worked.

Would something like that work for you?

There may be other ways, but I know this works.

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid

Hi Alexander

The latest updates:

• For a Raw Query like we were trying to use, you would use a single equal sign
• Raw Queries are not supported when the swimlane participant resolver is a Group - that's why the Query would disappear when I looked at it again
• No one in the group will get an email for the assignment until you get to that step.  So as long as from the form you are resetting who should be assignment - replacing the entire group to a few people in the group, only the people assigned from the form will get the email.

I hope this answers your questions and explains how to accomplish this - without a Raw Query, and why the Raw Query was behaving as it did.

I'm going to suggest we officially support Raw Queries for a Group participant resolver on the Ideas portal, but until then, I think the standard behavior should work for you.  Please advise if that's not the case.

Best Regards,

Sigrid

Sigrid,

I am already using a Workflow Participant:

If I change the Workflow Participant to a Data Connection of Users from Group, it initially assigns to everyone in that group.

I just want the three users from the first screenshot above (passed into the child form with field [userlist1]).

How do I limit the initial assignment to just those three?

Hi Alexander

Haven't done this with parent/child, but have you considered using a Workflow Participant control on the form.  It would look something like this:

In my form I am creating a comma separated list of MRP controllers who have to review something as a team.  It's using Full Name but could easily use email address. The behavior will be to replace the assignment with one from my selections on a form.

The workflow swimlane is team from role, and it's leveraging a group of possible MRP controllers from a data connection.

My data connection in case you want to use the same technique

Hope that gives you an idea,

Sigrid