web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX 2012 Workflow - Esc...
Microsoft Dynamics AX (Archived)

AX 2012 Workflow - Escalation using Managerial Hierarchy

(0) ShareShare
ReportReport
Posted on by Didier Jean Pierre 227

Hi,

I have set up escalation using the Managerial Hierarchy. By so doing, my objective was to have the same users in the approval process (also using the Managerial Hierarchy) to intervene whenever the an approver does not approve within the set time limits.

4744.Image-1.png

My issue is that instead of using the Managerial Hierarchy to escalate, the system is escalating to the last user in the Managerial Hierarchy (specified in the exit criteria).

Thanks to advise.

Regards

Didier

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    Your escalation happens through the hierarchy if the worker has a General Manager.

    All positions have general managers except the top record in the hierarchy. That is why this happens I guess.

  • Didier Jean Pierre Profile Picture
    Didier Jean Pierre 227 on at

    Though all workers have the same General Manager (as the last approval and escalation level), the task should go through at least one approver before being assigned to the General manager

  • Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi Didier. You have specified a stop condition of general manager, this means workflow will loop through the hierarchy until it finds somebody who is the general manager and "stop" there and assign it to that person.

  • Didier Jean Pierre Profile Picture
    Didier Jean Pierre 227 on at

    Hi. Thanks for your input. However, don't I require a stop condition ?

    Actually, I cannot use Line Manager Level as it varies from a worker to another. For some workers there is only 1 level while for others there may be up to 4 levels.

    I, in fact, need something like the Assign to all users retrieved (in hierarchy options). How do I do that in Escalation ?

  • Suggested answer
    Jonathan Halland Profile Picture
    Jonathan Halland 11,310 on at

    Hi Didier.

    You logically do require a stop condition for hierarchies.

    Unfortunately AX doesn't really provide an easy solution to your problem. We've had a similar requirement a couple of times and have ended up using a workaround whereby you need to setup 4 levels of escalation each with a stop condition along the lines of:

    if heirachy.level =  1 or role = "General Manager"

    if heirachy.level =  2 or role = "General Manager"

    if heirachy.level =  3 or role = "General Manager"

    if heirachy.level =  4 or role = "General Manager"

    it is really not a desirable solution, but so far has been the only workaround I have found. This solution does have a drawback. If the GM is the next level it will be reassigned back to the GM 3 times before achieving "final action"

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Sagar Suman Profile Picture

Sagar Suman 2 Super User 2026 Season 1

#2
Alexey Lekanov Profile Picture

Alexey Lekanov 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans