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Finance | Project Operations, Human Resources, ...
Suggested Answer

Customize Participant Option in Workflow Escalation

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Posted on by 26
There is a Participant option in Assignment and Notifications in a workflow task.
 
Is this possible to customize the Participant in Escalation?
 
If yes, how can we do that?
 
Attached the screen shots.
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I have the same question (0)
  • Suggested answer
    Encore Business Solutions Profile Picture
    110 on at

    Hi,

    If we're understanding the question correctly, you're trying to assign the Workflow to a specific user, similar to the participant functionality in the Notifications set up. 

    Looking at the screen shots, in the Escalation window, you've selected 'None' which is why there's a red x in the lower Assignment Type section:

    To be able to select a specific user for escalation of this workflow step, you'll need to select User in the lower section, which will update in the mid section, and allow you to choose a specific user that this step will escalate to in the User Tab.

    If you choose hierarchy, the workflow will follow a predefined hierarchy as configured in F&O in Organization Administration > Workers > Positions > Hierarchies .

    This is equivalent to Participant in that it allows the workflow to specify a user or a group of users, via role in the hierarchy for escalation of the workflow.

  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    This is a duplicate of Workflow work item Escalation. Please don't duplicate your questions, instead you can use the reply option to continue a discussion.

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