Adding Escalation Rules to an Action Task

Note: Workflow processes that were designed prior to release 8.94 use Message tasks rather than Information and Action tasks. See Adding Escalation Rules to a Message Task for further details.

Access the workflow process in JD Edwards EnterpriseOne Workflow Modeler.

1. Right-click the Action task, select Escalation, and then select Add and Attach.

2. On Escalation Rules, complete these fields:

   • Escalation Rule

     Type a unique name for the escalation rule.

   • Description

3. At this time, do not complete any of the fields in the grid and click OK to continue.

   The system returns you to the workflow diagram in JD Edwards EnterpriseOne Workflow Modeler.

4. Right-click the Action task, select Escalation, and then select Event Rules.

5. On the System Functions form, select an object from the Available Objects area for the To Recipient.

6. Highlight the Cc Recipient row.

7. Select an object from the Available Objects area for the Cc Recipient. If you do not want to specify a Cc Recipient, select <None>.

8. Highlight the Bcc Recipient row.

9. Select an object from the Available Objects area for the Bcc Recipient. If you do not want to specify a Bcc Recipient, select <None>.

10. Specify the mailbox to which you want the escalated message delivered in the Work Center.

    For example, you might select the Credit Management queue for a credit limit approval message.

11. Highlight the Mailbox row.

12. In the Available Objects area, select a mailbox (or queue).

    Note: You can use one of the existing queues in the system or create a new queue.

    See Setting Up Work Center Queues.

13. To include a subject line in the escalated message, highlight the Subject row and then select the corresponding data item that contains the subject text, if applicable. You can also enter a subject as a literal value.

    If the message does not require a subject, select <Blank>. You would most likely select <Blank> when using a message template (a data dictionary message), which would already contain a subject line.

14. To add static text to the escalated message, highlight the Text row and select the corresponding data item that contains the text for the body of the message. You can also enter the text as a literal value. If you do not need to use the Text data item, select <Blank>.

    Note: You can use the Text parameter to add supplemental text to a message template. This text will appear above the message template text when the user opens the message.

15. To attach a shortcut to a JD Edwards EnterpriseOne workflow message, highlight the Active row, and then perform the following steps. If you are not attaching a shortcut, select <None> from the Available Objects area.

16. In the Available Objects area, double-click <Define Active Message>.

17. On Work With Applications, in the Query by Example row, enter the application that you want the shortcut to launch, and then click Find.

    For example, if you want to use the Generic JD Edwards EnterpriseOne Workflow Approval Form, enter P98806 and click Find.

18. On Work With Forms, double-click the row containing the form that you want to use.

19. On Form Interconnections, map the data structures to the appropriate available objects.

    See "Creating a Modal Form Interconnection" in the JD Edwards EnterpriseOne Tools Form Design Aid Guide.

20. Click OK.

    The system returns to the System Functions form.

21. To attach a message template, highlight the Message row, and then perform the following steps. If you are not using a message template, select <None> from the Available Objects area.

22. In the Available Objects area, double-click <Define Message>.

23. On Text Substitution, enter the name of the message that you want to use in the Dictionary Item field and click Find.

    For example, you might enter LM1235 for the Credit Limit Approval message.

    See Setting Up Message Templates.

24. From the Available Objects list, select each data item that contains the value that you want to substitute into the message and click OK.

25. For the Media Object Name, select an object from the Available Objects area. If you are not using a media object, select <None>.

26. For the Media Object Key parameter, select an object from the Available Objects area. If you are not using a media object, select <None>.

27. After you have finished mapping all of the parameters for the escalated message, click OK.