Escalations on a Task

We have setup escalations on some of our tasks for a credit workflow. Our users are asking if there is a way to easily see who the escalations went to.

I know we can see a task was escalated. The only way I was able to determine the escalation was by looking at the distribution list, take a user, go over to Outlook and look at the Outlook properties and determine that user's manager.

Has anyone else figured out a better way to determine this?

Thanks!

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eric-masson

Hi, there.

Are you using the Workflow Viewer widget in a Homepage to view progression of a workflow? That particular widget had replaced Workflow Activity Locator widget. At one point the widgets did a very nice job of displaying current status of each step in the workflow as well as who the task was assigned to/completed by. After a quick look on our system this morning, it looks like some of the functionality in the widget may have changed or been replaced. You could look through the widget catalog and see if a suitable widget exists. Also try latest Release Notes for documentation. If this functionality has been replaced and is no longer available, I'd be a strong supporter of an enhancement request.

So, nothing concrete for an answer. Perhaps a bread crumb trail that'll help steer the way though.

Legacy Contributor

Hi,

Usually I check it by Infor FS (user tab) - there is a manager field that comes from Active Directory Bootstrap for each user.

That's sufficient when escalating by 1 level, if more levels are used then You'd need to check adecuate number of people.

Regards,

Marcin

Legacy Contributor

Under Monitors & Workflows, take a look at activities. If you have triggers set to log under the ION Configuration, you should see the information regarding distribution lists, the individuals that the dlists resolve to, and any information regarding escalations. You might be interested to know that, if specifying a due date, we can now escalate outside the organization hierarchy as well.

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