Roles in Smartforms

  • 27 February 2015
  • 1 reply
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Badge +2

Here is the scenario.  There are 3 roles: Specialist, Manager, Supervisor.  Through the smartform, the Specialist should be about to select someone from the Manager role. That manager that is selected then recents the next activity.  Also depending on the which manager a particular supervisor is selected.

 

I wanted to use roles for this but I don't thinkuse Roles in a smartform.  I also want to be able to replace a button based on the role.

 

Anyone have a solution for this?


1 reply

Userlevel 5
Badge +18

I assume you have the following use case:


 


1.  Process is sitting on client event/smarforms task page; on that smartforms task page, a destination user of the 'specialists' role can select which user the next client event/task is assigned to  (users will be from the manager role)


 


2.  I do not believe you can select a user from the manager role on the Smartforms level, without somehow resolving and returning the users within the manager role first


 


As such:


 


-  you will probably need a datafield of data type string in the process to pass the selected user from smartforms to the process


-  a UMUser smartobject with the "Get Role Users' method to resolve and return the users in a role, this can be created from the 'User Role Manager Service' instance from the SMO Tester tool


- a control to execute the UMUser mo and show the possible items to select, the selected/return value should be the FQN property, as that is what the destination planning of an activity expects


- a rule to pass that value to the process data field (upon submission of the first task), where it will be used in the destination planning for the next task


 


 


 


 

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