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Alex Kuligowski

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RE: Resetting Evolve Form Fields

Posted By Alex Kuligowski 03-07-2024 14:22
Found In Egroup: Automate \ view thread
Thanks so much Hammad, this worked perfectly. Much appreciated!! ------------------------------ Alex Kuligowski Data Governance Leprino Foods Denver, CO ------------------------------

RE: Resetting Evolve Form Fields

Posted By Alex Kuligowski 03-06-2024 14:46
Found In Egroup: Automate \ view thread
Thanks so much Hammad, this is very helpful. I am working with the custom rule that you provided, and had a follow up question. Based on some functionality I implemented in the parent form this is going into, I need to now also reset fields which might not have default values defined. Examples include ...

Resetting Evolve Form Fields

Posted By Alex Kuligowski 02-27-2024 14:53
Found In Egroup: Automate \ view thread
Hi all, I am trying to implement a rule to reset all form fields to default values if a form is routed through a particular step in a workflow. I would like to avoid having to create a rule that needs to call out every specific field if possible. I have tried using a custom rule using document.g ...

RE: Copy attachments between processes

Posted By Alex Kuligowski 01-23-2024 12:35
Found In Egroup: Automate \ view thread
Thanks for the reply Hammad. Unfortunately, we will potentially have the same naming for attachments across different processes. I tried using the Create Folder plug-in in the parent to create a folder the same name as the Parent process name) followed by a Copy Attachments plug-in, but the latter ...

Copy attachments between processes

Posted By Alex Kuligowski 01-18-2024 17:17
Found In Egroup: Automate \ view thread
Hi all, Wanted to see if anyone knows of a way to pull attachments into a form from a separate process. Up to this point, I've used the Copy Attachments plug-in which is more of a "push" activity, where the plug-in must reside in the process that has the original attachment. The issue that I ...

RE: Run Rule on Form Load - Single Execution

Posted By Alex Kuligowski 11-29-2023 12:07
Found In Egroup: Automate \ view thread
Thank you both for the quick replies. I have been using a single form view for certain approvals downstream in the workflow, but it shouldn't be a problem to create individual views for these specific approvals if that's the best approach. Thanks again! ------------------------------ Alex Kuligowski ...

Run Rule on Form Load - Single Execution

Posted By Alex Kuligowski 11-27-2023 17:02
Found In Egroup: Automate \ view thread
Hi everyone, I am trying to set up a rule in an Evolve solution to execute on form load at a certain approval step in the workflow, but then disable that rule on subsequent nodes in the process. I did not see any plug-ins or approval node settings that were tied to enabling or disabling rules, but ...

RE: Evolve Delegation

Posted By Alex Kuligowski 06-13-2023 10:36
Found In Egroup: Automate \ view thread
Thanks both. We do have the ability with Administrator roles to re-assign, however I was primarily interested in options for an end user to re-assign a task - assigned to a person, not a team - already in their task list. It sounds like this is not possible though without using team assignments. ...

RE: Evolve Delegation

Posted By Alex Kuligowski 06-11-2023 18:06
Found In Egroup: Automate \ view thread
Thank you for the reply Hammad. I do have the Reassignment Allowed setting to "True" for the approval nodes I am testing (attached, please let me know if not the same setting). Even so, I do not see the "Reassign" option in the Actions menu when viewing the task in the Tasks list. I only see an "Open" ...

RE: Evolve Delegation

Posted By Alex Kuligowski 06-11-2023 18:05
Found In Library: Automate

Evolve Delegation

Posted By Alex Kuligowski 06-09-2023 16:04
Found In Egroup: Automate \ view thread
Hi all, Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned? I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also ...

RE: Passing Attachments Between Evolve Processes

Posted By Alex Kuligowski 04-20-2023 11:57
Found In Egroup: Automate \ view thread
Hi Sigrid! Yes, these are separate solutions that I have linked in a parent/child relationship, however I'm using the form process launch plug-ins rather than the form hierarchy element. This approach seemed a little better suited for our business processes and more closely aligned with how users are ...

Passing Attachments Between Evolve Processes

Posted By Alex Kuligowski 04-19-2023 18:14
Found In Egroup: Automate \ view thread
Hello! I'm developing a parent-child solution in Evolve 20.1 using the form process launch plug-in. I'm able to pass multiple form fields to the child process with no issue, using the autosync setting, however I'm unable to transfer file attachments from the parent in the same way. The attachments element ...