Hi Susan,

There are a few ways to accomplish what you want to do…Tauf mentioned a good 
way….also….

Keep in mind that there is a one to many relationship between a task and work 
info records (many work info records per task record). Do you need all 
potential entries included? Or just the most recent?

You could create a join form between TMS:Task and its Work Info form with all 
of the fields you need and either query the new join….or have notification 
workflow fire off of the join form (ensuring that any direct access URL is 
handled to point back to the real task form)
You could add a table field to the TMS:Task form for the Work Info form to get 
any or all of the associated work info records to include in the filter notify….

Hope this helps,

Regards,
Ryan.


From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan
Sent: Thursday, October 03, 2013 3:00 PM
To: arslist@ARSLIST.ORG
Subject: Re: Include fields from multiple Forms in filter Notification Message

**
Thanks Tauf; I will likely take this route, but…So, am I correct in assuming 
that there is no way to include fields from multiple forms in one filter?
Susan
From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG]<mailto:[mailto:arslist@ARSLIST.ORG]> On Behalf Of 
Tauf Chowdhury
Sent: October-03-13 2:56 PM
To: arslist@ARSLIST.ORG<mailto:arslist@ARSLIST.ORG>
Subject: Re: Include fields from multiple Forms in filter Notification Message

**
Susan,
You could create workflow so that when the task is set to closed, you pull that 
data from the task work info form and append all the data you grab to the Notes 
field with some sort of delimiter. Then you can include the notes in your 
notification. If you don't want to use notes, you could create an additional 
field to hold this data.

Sent from my iPhone

On Oct 3, 2013, at 11:49 AM, "Champagne, Susan" 
<schampa...@hsnsudbury.ca<mailto:schampa...@hsnsudbury.ca>> wrote:
**
Hi folks,
I currently have a filter that sends a notification message to a task 
submitter, alerting him/her when a task status changes to “Closed”. I have been 
asked to add the Work Info fields, summary, notes, submitted by, and submitted 
date, to the notification message. I’m not finding anything in the guides that 
indicates how to pull fields into a filter notify action from multiple forms. 
Since the primary form is TMS:Task, I seem to be limited to using fields from 
this form only.

Can anyone tell me if there is a way to include fields from another form?

Tx

Susan



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