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Hello!

Is it possible to conditionally enable or disable the "Assignee authentication" toggle in the Assign a task action based on a condition? For example, if the email belongs to a Teammate (internal user) it stays on, but if it’s an External Manager, it turns off?
 


Or, how can I handle the error that occurs when the task is assigned to someone who is not in the tenant’s user list? The action fails when the user is not found.

I know the solution to avoid assignment errors with external users is to disable authentication, since they are not part of the tenant. However, I need all users submitting forms to be able to use the save button, and when authentication is disabled, the form doesn't save any data.

 

Hi ​@Yhaizley RV,

Are the users this could be assigned to known in advance? You can add them as an external guest in your Identity Provider, and this would allow them to be treated as any other authenticated user. Please consult your Identity Provider documentation or IT team about doing this.

If that’s not allowed in your organization, we have an upcoming feature to allow you to add external users to your tenant and they can authenticate using OTP. If you contact your account manager or customer success representative we can keep you in the loop on when it becomes available.

Regards,

John

Hi! ​@JohnWieland 

Thanks for the information. What happens is that we don’t have the information about who the external users will be in advance. They are added through a form and the task is then assigned.

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