Automate

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?

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

I am having trouble with allowing users to reassign a simple child form to other users.

The child form is launched with three assignees (by email) captured in [userlist1]. This is the participants value in the sole swimlane for the sole loop. Other than Originator and Process Owner, that is. See image below.

When the form is opened by any of those three assignees, they can see themselves:

I want to be able to replace one (or more) of them using the lookups above. The lookups work properly and change the Name and Email fields to the right.

When any of the email values are changed, an "Email_Concatenated" field is updated capturing the new values.

When the "Reassign" button is clicked, it unrequires all fields and then Rejects, restarting the loop (see below).

Any attempts to update the [userlist1] value results in:

"A workflow participant for the Booking Specialist swimlane cannot be found."

Note, again – this is where all of the participants are located, not just the Booking Specialist(s) pictured above.

Some other notes – this child form does not send data back in any way to the parent form that launched it – it's standalone after it's created.

This is what the loop looks like. 

And some information on the Booking Specialist swimlane:

How can I allow assignees to reassign this form?