Creating a Workflow Escalation Event
You can manage pending transactions by creating workflow escalation events. A workflow escalation job generated by the system triggers the event if it has exceeded a specified duration. The workflow escalation event then performs the selected Action on the pending transactions.
If you select the Action as… | Then the event… |
Auto-Approve/Reply | Automatically approves the transaction or sends a reply to the requestor (if it was pending for Request Info). |
Auto-Reject | Automatically rejects the transaction and sends a notification to the creator of the workflow transaction for feedback. |
Warn | Sends a warning mail to the approver as a reminder for taking action. |
Escalate to Supervisor | Delegates the workflow transaction to the approver's supervisor. Note: | Supervisor has to be assigned for each of the approvers in a level for this event to trigger successfully. For more information on assigning supervisor for a user, see Administering webMethods OneData. |
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Escalation events can be configured only for supertype object in a supertype/ subtype constructs.
To create a workflow escalation event
1. On the Menu toolbar, click Define > Configuration > Workflow > Workflow Escalation Event. You will see the existing events.
2. Click Add New and complete these fields:
3. All the fields marked (*) are mandatory.
Field Name | Description |
* Event Name | Name for the workflow escalation event. |
Event Description | Description of the event. |
* WF Rule | Workflow rule associated to the event |
* WF Level | Workflow rule level associated to the event. Note: | If external workflow rule is selected then this attribute is displayed as a text field to enter the level. |
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* Action | Type of event. The available events are explained in the previous table. |
* Conceptual Object / Data Object | Object associated to this event. Note: | The drop down shows the objects associated to the selected WF Rule. |
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*Duration (days) | Number of days after which the event is fired on running the workflow escalation job. |
4. Click Save.