The Business Request Escalations feature enables the creation of allows for creating policies that define automatic actions in case a predefined time limit is exceeded for specific steps or global steps within an open business request when a predefined time limit is exceeded. This feature allows for enables configurations such as sending notifications, changing approvers, or automatically approving or rejecting a step if no action has been taken within a certain timeframe. Escalation policies can initiate a single action or a sequence of actions in a specified order.
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Notify: Triggers the notification system to alert subscribed users.
AddAssigneeAdd Assignee: Assigns Assign a new potential approver to the step.
ReplaceAssigneesReplace Assignees: Not yet implemented.
AutoCloseStepAuto Close Step: Automatically sets the step's status based on the Approval Decision. This may result in rejecting/approving the item or moving forward as if the decision was made.
AutoCloseItemAuto Close Item: Closes the item and marks any open steps as skipped.
RunWorkflowRun Workflow: Not yet implemented.
Action Order ID
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Escalation policies are assigned at either the specific ApprovalFlowPolicyStep level or the broader ApprovalFlowStep level. The If the default escalation policy is applied at the broader level if not defined at the specific level. Assignment fields include NextApprovalFlowEscalationPolicyActionID and NextApprovalFlowEscalationDate.Escalation policies can be assigned at either the ApprovalFlowPolicyStep or ApprovalFlowStep level. If not defined at the specific level, the default escalation policy , it is applied at the broader level. The Assignment fields for assignment include NextApprovalFlowEscalationPolicyActionID and NextApprovalFlowEscalationDate.
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The "Business Request Status, Approvers, and Escalation Refresher" job scans open business requests for overdue escalations in open business requests. It adds these escalations to the BusinessRequestEscalationInbox and determines if subsequent escalations should commence based on the ActionOrderID. The job also manages and processes entries in the BusinessRequestEscalationInbox. The logic for this process is encapsulated in the Custom_BusinessRequest_RefreshEscalations procedure.
The job named "Business Request Status, Approvers and Escalation Refresher" job is responsible for checking overdue escalations in open business requests. If there are any overdue escalations, they are added to the BusinessRequestEscalationInbox. The job then determines if subsequent escalations are required based on the ActionOrderID. Additionally, the job manages and processes the entries in the BusinessRequestEscalationInbox. The Custom_BusinessRequest_RefreshEscalations procedure encapsulates the logic for this process.