Escalation Process configuration

Access the workflow configuration via Settings → Workflows → Definitions → Escalation Process.

Description

This process starts when a user task is not completed before the escalation deadline set by the user task EscalationDuration variable.

If the user task EscalationType is mail, each user assigned to the task is notified the task is about to expire and asked to complete it. After the time set by the mailNotifyDuration variable, the users identified by the mailToUserExpression variable are notified to reassign the user task.

If the user task EscalationType is reassign, the users identified by the reassignTaskUserExpression variable are notified to reassign the user task.

In case the user task is completed before it is reassigned, the process ends automatically.

Applies to

This workflow applies to the global level.

Configuration variables

You can edit the configuration variables directly from the workflow definition page by clicking in the upper-right corner of the variables table.

Variable	Description	Default value
reassign_taskEscalationDuration	Time before the "Reassign Task" task is escalated	B1M
reassignTaskUserExpression	User expression for who must reassign the user task when the user task EscalationType is reassign	{role(Business Steward)}
mailToUserExpression	User expression for who must reassign the user task when the user task EscalationType is mail	{role(Business Steward)}
reassign_taskTaskNotificationEnabled	Send notification emails for the "Reassign Task" task	true
reassign_taskDueDate	Time before the "Reassign Task" task is due	B1M
reassign_taskEscalationType	The escalation type for the "Reassign Task" task	mail
mailNotifyDuration	Time before the users identified by the mailToUserExpression variable are notified to reassign the user task.	B1D

Start label

Default value: Escalate

Click Edit to edit the label.

Start event

A start event is an event that triggers the workflow, for example starting the workflow when an asset is created.

The Escalation Process workflow starts automatically when a user task is not completed before the escalation deadline set by the user task EscalationDuration variable.

Roles

The roles define the permissions to manage the workflow. For example, if a certain tasks must be urgently executed but the responsible person is on sick leave, a user with the defined role can reassign that task to somebody else.

Action	Roles
Start workflow An action item with the start label is available to users with these roles.	There is no out-of-the-box default value.
Stop workflow The option to cancel the workflow is available to users with these roles.	Sysadmin
Reassign tasks The option to reassign the task is available to users with these roles.	Sysadmin

Other

The settings in this section define global restrictions that apply to the workflow such as:

• Accessibility to guest or logged in users.

• Checking that the roles required by the workflow are not empty.

• Preventing the same worflow or other workflows from running on the same resource.

• Making the workflow available to be added to a dashboard.

Setting	Enabled
Any user can start the workflow.	No
Perform candidate user check on workflow start.	Yes
This workflow can only run once at the same time on a specific resource.	Yes
Lock resource.	No
Show in global create.	No