Automatic Escalation

When a request is assigned to the next stage in the workflow path, Data Relationship Management matches user groups associated with the stage in the workflow model to the user groups with appropriate workflow access to the data for the request items in the request to determine which users can participate in the request for the stage. This intersection will typically result in at least one user per stage, but in some cases there may be no matching users for a particular stage.

A request cannot be promoted to the next stage if any request items do not have required values or fail validations configured for the stage, or if the stage requires approval. In this case, the request is automatically escalated for the stage.