Adding Escalation Rules to a Message Task

Access the workflow process in JD Edwards EnterpriseOne Workflow Modeler.

1. Right-click the Message 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 Message task, select Escalation, and then select Event Rules.

5. On System Functions, complete a combination of these fields to specify the recipient of the escalated message:

   • Address Book Number

     Enter the address book number of the distribution list, role, or single recipient to whom the escalated message will be sent.

   • Structure Type

     Enter the structure type of the distribution list to which the escalated message will be sent. If the recipient is a role or single recipient, leave this field blank.

6. 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.

7. Highlight the Mailbox row.

8. 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.

9. 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.

10. 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.

11. For the Shortcut parameter, select <None> from the Available Objects list.

    The escalated message uses the shortcut from the original message.

12. 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.

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

14. 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.

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

16. For the Message Key parameter, select <None> from the available objects.

    The JD Edwards EnterpriseOne Workflow engine no longer uses this parameter, but it needs to be mapped.

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