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Greetings,

 

Is there a way to customize both the History and Tasks links to show submissions shared by a certain group rather than just those for the logged user?

Thank you in advance for your assistance.

Carles

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    2 answers

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      Hi Carles,

      The next version of Transact 4.3.4 supports Groups filtering in the Work Space Task List and History views.  

      We are expecting this release to be Generally Available (GA) in a couple of weeks.

      regards Malcolm Edgar

      1. Carles Tierno

        Thanks Malcom, In the meantime, I can see I can assign tasks to make the form available to other parttakers while it is not finally delivered. Does the filter by the user who last saved the form works automatically? or can this field be set to allow specific users to access historical documents that perhaps have been saved by other users? Thanks again for your support. Carles

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      Hi Carles,

      Task assignment options are to a user or a group. Group tasks can be claimable by a user. 

      Prior to 4.3.4 there was a show Groups checkbox. If this was checked the user would see all the groups tasks they were assigned to. The user then claims a group task. This would assign the group task to a user and would show in the users TODO list even with the show group checkbox was unchecked.

      The filter by user checkbox in 4.3.4 works automatically if the group drop down is set to <empty string>.

      Cheers

      Larry Bunton

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