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 | |
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 The button with the start label is available to users with these roles. |
There is no packaged default value. |
Stop workflow The option to cancel the workflow is available to users with these roles. |
|
Reassign tasks The option to reassign the task is available to users with these roles. |
|
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 guest user can start the workflow. | No |
Any signed in 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 |