Escalations

Escalations

In a workflow application, Operation and Form activities can be configured with escalation rules to take specific actions when certain conditions are not met within a desired time frame.

This topic demonstrates how to add an escalation to a workflow activity to re-notify a workflow task approver if that approver has not responded to the task within 12 hours.

To add escalations to workflows

  1. With a workflow open in the Workflow Designer, right-click on a Form or Operation activity and select Create/Edit Escalations from the activity's context menu.




  2. In the Escalations window that appears, click the Add button.




  3. In the New Escalations wizard that appears, click the Next button.




  4. Type a name for the escalation in the Name text field and click Next to continue.




  5. Click the Schedule(...) button to open the Set Schedule Interval window. The Set Schedule Interval window allows you to enter parameters for the escalation, directing how often and at what frequency the escalation should run. In our example, the escalation will run once every 12 hours for a total of two times. To set these values, do the following:

    1. Select a start date and end date for the escalation in the Task Start and Task End calendar objects. Select the Task Start and Task End dates from the Task Start and Task End calendars. By default, the Task End calendar object gets set to a date that is 10 years later than the date entered into the Task Start calendar. However, you can change the Task End date as desired.

    2. Select Hour Interval.

    3. Type a value, such as 2, in the Number of Times to Run field.

    4. Type a value, such as 12, in the Interval field.

    5. Click OK to close the Set Schedule Interval window.

  6. Select Enable schedule immediately and then click Next to continue.




  7. Select Re-Notify Approvers to hard-code the escalation for that task and then click Next to continue.




    You should see the new escalation in the Escalations pane of the wizard.


  8. Click Close to exit the wizard.