EAAutoEscalateApprovalToFallBackEmployee

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Overview

Automatically escalates overdue approval cases to the fallback employee defined in the approval definition. Ensures approvals don't get stuck with unavailable employees.

When This Action Runs

  • Trigger: Scheduled task execution
  • Target: Approval cases exceeding auto-escalation timeout
  • Purpose: Prevent approval bottlenecks with unavailable employees
  • Timing: Runs on system schedule to check for overdue approvals

How It Works

  1. Finds overdue approvals where nearestAutoEscalateDate has passed and state is "InProgress"
  2. Validates escalation candidates haven't already been escalated
  3. Checks timeout configuration in approval definition
  4. Escalates to fallback employee specified in approval definition

Database Tables Affected

ApprovalCase

  • nearestAutoEscalateDate - When approval should be auto-escalated
  • state - Must be "InProgress" for escalation (values: Approved, Rejected, Returned, Revoked, InProgress)

ApprovalDefinition

  • fallBack - Employee to escalate to when timeout occurs
  • autoEscalateAfter.value/uom - Time period before escalation

ApprovalCaseStepCandidate

  • escalated - Tracks if candidate already escalated
  • requestedOn - When approval request was made

Configuration Requirements

Approval Definition Setup

  • fallBack employee must be specified
  • autoEscalateAfter must have valid time period (value > 0 and uom)

Approval Case Requirements

  • Must be in "InProgress" state
  • Must have nearestAutoEscalateDate set and exceeded
  • Must have active candidates not yet escalated

SQL Query Example

SELECT ac.id, ac.nearestAutoEscalateDate, ac.state, 
       ad.code, fb.name1 AS FallbackEmployee
FROM ApprovalCase ac
INNER JOIN ApprovalDefinition ad ON ac.approvalDefinition_id = ad.id
LEFT JOIN Employee fb ON ad.fallBack_id = fb.id
WHERE ac.nearestAutoEscalateDate <= GETDATE()
    AND ac.state = 'InProgress'
    AND ad.fallBack_id IS NOT NULL
ORDER BY ac.nearestAutoEscalateDate;

Important Warnings

⚠️ Configuration Requirements

  • Fallback Employee Required: Approval definition must have fallback employee configured
  • Timeout Configuration: Must have valid autoEscalateAfter time period
  • Infinite Loop Prevention: System checks fallback isn't same as current candidate

⚠️ Operational Impact

  • Automatic Processing: Processes all eligible approval cases without user intervention
  • Audit Trail: Creates approval step records showing "Auto escalate" reason
  • Workflow Modification: Changes approval routing automatically
  • EAAutoEscalateApprovalToSupervisor - Escalates to employee's supervisor instead of fallback

Module: core

Full Class Name: com.namasoft.infor.domainbase.util.actions.EAAutoEscalateApprovalToFallBackEmployee