Option Pack › Option Pack Workflow › How to Configure Workflow › Define Approvers for Approval Tasks › Set Time-Based Escalations

Set Time-Based Escalations

Every approval task using Option Pack Workflow is subjected to checks for timeouts. Once a task pending for an approver times out, all values under their approval are marked as escalated. New approvers are assigned according to the resolution. There can be more than one escalator resulting from the list of values, in which case multiple new processes are opened and the values are split between them.

Note: Calculating escalators is identical to calculating approvers. All rules that apply to the approvers apply here too (such as concatenation of values).

Important! The group of approvers and the group of escalators must not share users.

Option Pack Workflow has a default timeout setting of 15 minutes. This timeout can be changed for each process in particular, or for all approval tasks. All timeout settings are done using the WorkPoint designer.

Change the global escalation timeout

1. In WorkPoint Designer, open ACEDefaultProcess.
2. Click the first step, Approver ###.
3. On the Alerts tab, click ACE_triggerEscalation on the left side.
4. Go to the Evaluation Date tab and change the time setting to the necessary value.
5. Save all items, including the process.

Note: This change affects all Option Pack Workflow processes which were not assigned with a unique escalation timer. All escalation settings affect only Option Pack Workflow processes.

Set a specific time-based escalation

1. In WorkPoint Designer, open the appropriate process.
2. Click the first approval step.
3. On the Alerts tab, select New.
4. Provide a Name and click OK.
5. On the Evaluation Date tab, set the time by using a system calculated time, or by using your own script.
6. On the Condition tab, select Conditional and select the ACE_escalate script.

   The evaluation date is determined by the length of the escalation time. For minute intervals, a 1 minute evaluation time is recommended.

7. Save the new alert and move it to the right, in place of the ACE_triggerEscalation alert.
8. Save the process.