Using Team Filters

You can automatically assign tasks to team members using the User Task. By adding roles to the team, you can assign tasks to users who have a specific role on the team or who share some other criteria. A couple common roles are provided for you; however, you can write a custom filter using JavaScript.

Laserfiche Forms 10.3

To filter team members

  1. Open a User Task in the process designer.
  2. Open the properties pane on the right and go to Assign to.
  3. Click Select a Team to select the team to which you want to assign tasks.
  4. Select a team and then click Select.
  5. Select the Filter drop-down and either select an existing filter or click Create new filter.
    • Name: Type the name for your filter.
    • Method: Select JavaScript methods that will filter the team members. Ensure your finished script includes an expression that sets the value of the $result variable (which is declared before your script runs). Learn more about JavaScript filters
    • Test: Test-run the method to see how many users the filter returns.
  6. Click Save.
  7. Click Save in the top right of the process.

Laserfiche Forms 10.0-10.2

To filter team members

  1. In the Assign tab of a User Task, select the A specific team option.
  2. Click Select a Team.
  3. Select a team and then click Select.
  4. Select the Filter drop-down and click Create new filter.
  5. Select the Methods drop-down.
  6. Use the findTeamMembersByUserName(Username); or findTeamMembersByDisplayName(DisplayName); method to find the team member from the selected team. Learn more about JavaScript filters

To create a custom filter

  1. Select Create new filter from the filter drop-down menu.
  2. Next to Name, type a descriptive name for your filter.
  3. Use the Method drop-down menu to select JavaScript methods that will filter the team members. Learn more about JavaScript filters. Ensure your finished script includes an expression that sets the value of the $result variable (which is declared before your script runs).
  4. After you define a filter, click the Test button to see how many users the filter will return. If the filter doesn't return any team members, edit the filter until it returns team members or add team members that fit your filter's criteria.