Responding to assigned form without having to open the form

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Responding to assigned form without having to open the form

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I have a flow that assigns a number of forms. I show these assignments in a report and would like for users to be able to work the assignments from the report without having to open the assigned forms. How can I do that?

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You will want to use Report Actions" to accomplish this. Creating a report action on your form assignment will cause actions to show up in reports wherever that assignment is shown. These action can control the flow by exiting the form on a desired path. Below are instructions on how to add Report Actions to your assigned form.

1. In your flow

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How can I assign the Assigned Form to dynamic user based on the result of a Truth Table?

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You should be able to do this by using the Accounts and Groups option from the Assignment setup menu.
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To do this, you can make the output of the Truth Table the account you wish to assign to the form. In this example I created an input for the Truth Table labeled Owner Account, which uses the Current User as its input. I then made the Truth Table output the Owner Account as long as if the email addresses matched.
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After mapping the result of the Truth Table to Accounts and Groups, then, you when the flow is ran, the account will be Assigned the Form.
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[i]edited by Darrenn@decisions.com on 12/21/2020[/i]