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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow Escalation setup
Finance | Project Operations, Human Resources, ...
Answered

Workflow Escalation setup

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Posted on by Ramit Paul 22,797 Most Valuable Professional

Hi Experts,

I have one requirement to setup workflow escalation and I am exploring the possibilities we can use here.

I simply created one GL journal daily workflow and assigned the workflow to the journal name.

Currently I am using group 'participant' based assignment and group based.

I want to use the escalation for say 1 hour, and if the 1 hour is passed with no action taken from the group of people, it must route to one particular user.

hence I have used in escalation "Assignment type"= user and added the user into the selected field.

I have given time limit of 1 hour with calendar name Non-calendar.

It is not routing to the user even if 1 hour is passed.

What am I missing here?

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I have the same question (0)
  • AM-03041118-0 Profile Picture
    AM-03041118-0 2 on at
    Workflow Escalation setup
     
    I was wondering if you got an answer to your question below and what is the result: What does this mean by 'approve and reject' in the escalation? cant I keep that blank and let the escalated person to take the decision if he/she wants to approve/reject?
     
    Thank you!
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,959 Super User 2025 Season 2 on at
    RE: Workflow Escalation setup

    Hi Muahmmad,

    Can you create a new question on the forum? Your question is different from the original question. Then please also provide information if the batch job has actual batch tasks and if other batch jobs are running correctly in the same environment.

  • Muahmmad Sabri Profile Picture
    Muahmmad Sabri 5 on at
    RE: Workflow Escalation setup

    Hi André,

    I have an issue running this batch it always waiting and doesn’t have any job executed or even history. Tried to cancel and rerun it again with no luck .

    Could you please provide any tips.

    Thanks

  • Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    RE: Workflow Escalation setup

    I resolved the follow up questions, thank you Andre

  • Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    RE: Workflow Escalation setup

    Thanks Andre, for the help.

    If I am not mistaken, then I have to add time limit in the assignment as well and then setup the time limit in escalation.

    Alright, I am testing this.

    Can I kindly ask one thing here?  

    What does this mean by 'approve and reject' in the escalation? cant I keep that blank and let the escalated person to take the decision if he/she wants to approve/reject?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,959 Super User 2025 Season 2 on at
    RE: Workflow Escalation setup

    Hi Ramit,

    I'm not sure how you did setup the escalation. You can have a look at a blog how to setup the escalation path: dynamicsaxtipoftheday.com/.../

    In addition, the escalation is managed via a workflow due date processing batch job. Check the recurrence pattern if this job runs in time. It might be the case that it is setup to run e.g. each 30 or 60 minutes.

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