Step properties - Escalations tab

You can escalate a document that is located on a process step, on the basis of some business process requirement. For example, if action on a step is not taken before the due date set for that step is reached, an escalation email can be sent to the concerned person on a stipulated time after the due date. 

Topics include: 

Add an escalation to a step

Edit an escalation

Reorder the list of escalations

Delete an escalation

 

Add an escalation to a step

  1. Click Add.

  2. Specify a name for the escalation within the Name box.

  3. Specify the schedule for the escalation in a combination of days, hours, and minutes.

  4. Select an option to specify when to escalate. The following options are available:

    • After: Escalate after the due date or start date.
    • Before: Escalate before the due date or start date.

  5. Select an option to specify the date when the escalation will be performed. The following options are available:

    • Due Date: Performs escalation after or before the due date.
    • Start Date: Performs escalation after or before the start date.

  6. Select an option to specify an action to be taken upon escalation. The following options are available: 

    • Send e-mail: Sends an email to one or more recipients on escalation.
    • Follow a connection: Performs a specific step on escalation.

  1. Click the button next to the Send e-mail option to open the Send E-mail dialog box.

  2. Specify email settings on the Information tab.

  3. Click the Attach Document tab to specify the settings to send a document as attachment.

  4. Click OK.



Title: A title for the email escalation.

From: The sender.

To: One or more email recipients.

Note: You can also specify one or more groups as recipients.

Subject: The text that will be used for the email subject.

Body: The text that will be used for the body of the email.

Included Items: Select the check boxes next to the items that you want to be included at the bottom of the email message. The following options are available:

  • Index Fields: A separate check box is available for each index field that is configured for the project.
  • Routed Date: The date the document was routed to the step.
  • Routed By: The user that routed the document to the step.
  • URL Link to File: The hyperlink to the file that the document is contained in.
  • URL Link to Document: The hyperlink to the document in FileBound. Clicking the link will open the document in the Viewer.
  • Document Divider: The divider name that the document is contained in.
  • Document Separator: The separator name that the document is contained in.
  • Routed Item Due Date: The date that the workflow step needs to be completed by.
  • Workflow Comment: The comments entered when a document is assigned to a workflow step.
  • URL Link to Anonymous Form: The hyperlink to the anonymous form.

  1. Select an option to specify the step that will be performed on escalation.

  2. Select the Keep Task Button Visible check box to show the task button for the step.

  1. Select an option from the on Server Group list, to specify the server group that will perform the action specified for the escalation.

  2. Select an option from the with priority list to specify the priority for the escalation. The following options are available:

    • Normal
    • High
    • Critical

11. Click OK.

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Edit an escalation

  1. To access step properties, in the Diagram pane of the Workflow Designer, perform one of the following:

    • Double-click a step.
    • Right-click a step and select Properties.
    • Select a step and press the F4 keyboard shortcut.

  2. Click the Escalations tab.

  3. Select the escalation you want to edit.

  4. Click Edit.

  5. In the Escalation Configuration dialog box, edit the escalation configuration as needed. See for more information.

  6. Click OK.

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Reorder the list of escalations

  1. To access step properties, in the Diagram pane of the Workflow Designer, perform one of the following:

    • Double-click a step.
    • Right-click a step and select Properties.
    • Select a step and press the F4 keyboard shortcut.

  2. Click the Escalations tab.

  3. Select an escalation from the list.

  4. Use the up and down arrow buttons to reorder the escalations.

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Delete an escalation

  1. To access step properties, in the Diagram pane of the Workflow Designer, perform one of the following:

    • Double-click a step.
    • Right-click a step and select Properties.
    • Select a step and press the F4 keyboard shortcut.

  2. Click the Escalations tab.

  3. Select the escalation you want to delete.

  4. Click Delete.

  5. Click Yes to confirm the deletion.

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