Configure Task Escalation or Expiration

You can configure a human task in a structured or dynamic process to never expire, to expire after a certain time, or to escalate after a certain time passes.

1. Select the human task activity in a structured or dynamic process. Notice that the Escalation and Expiration icon displays on the sidebar menu of the process editor when you select a human task.
2. Click Escalation and Expiration to open the Escalation and Expiration pane.
3. Use the radio buttons to specify if you want the human task to Never expire, Expire, or Escalate.
   • Never expire: the human task doesn’t expire and if no user completes it, it remains in the users task list for an indeterminate period of time. Note that by default, a human task is set to never expire.
   • Expire: the human task expires after the specified time and is no longer accessible from the task list.
   • Escalate: when the specified time passes, the human task is escalated to the specified users and/or roles.
4. If you chose the human task to expire or escalate, specify the interval to wait before performing this action.

   You can specify the duration of the interval to wait using one of the following options:

   • Manually : Use the format ##M##d##h##m. For example:
     • One hour and thirty minutes: 1h30m
     • One day: 1d
     • Three months, two days, eleven hours and thirty minutes: 3M2d11h30m
   • Expression Editor : Enable the expression mode and specify an expression to dynamically calculate the duration.
5. If you escalate the human task, additionally you can do the following:
   • Assign the task to users and/or roles. In runtime, after the task is escalated, it will be assigned to the users and/or roles that you specify in this field. You can also dynamically assign the task using the expression editor.
   • If required, you can update the default text in the mandatory Comment field to a customized text or configure it as a dynamic comment using the expression mode.
6. Close the Escalation and Expiration pane to save the changes.

• Escalation: In Workspace (after the process application has been activated), if the task hasn't been acted upon till the specified interval duration, the task will be assigned to the users and/or roles that you specified in the Escalation and Expiration pane. If it is escalated to a single user, then the task's state changes to Assigned with the sub-state Escalated; and the process waits for the completion of the task. If it is escalated to one or more users and/or roles, then the task's state changes to Unassigned with the sub-state Escalated; and the process waits for the completion of the task.

• Expiration: In Workspace (after the process application has been activated), if the task hasn't been acted upon till the specified interval duration, the task's state changes to Completed with the sub-state Expired; and the process moves to the next activity in the process flow. The task will no longer be available under In Progress tasks, and will be available under Completed tasks. If you open the audit details of the task from the Workspace Tracking page, you can see that the state of the task is marked as Expired, along with other details such as the expiration date and time.

  A notification email is sent to the task assignee that the task has expired.