Escalation Process configuration

Access the workflow configuration via SettingsWorkflowsDefinitionsEscalation 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
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.
  • 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 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