EAAutoEscalateApprovalToSupervisor

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Overview

Automatically escalates overdue approval cases to the supervisor of the assigned employee when timeout periods are exceeded. Uses organizational hierarchy instead of fallback employees.

When This Action Runs

  • Trigger: Scheduled task execution
  • Target: Approval cases exceeding auto-escalation timeout
  • Purpose: Escalate to supervisor based on organizational hierarchy
  • 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 supervisor of current candidate employee using organizational hierarchy

Database Tables Affected

ApprovalCase

  • nearestAutoEscalateDate - When escalation should occur
  • state - Must be "InProgress" for escalation

ApprovalDefinition

  • autoEscalateAfter - Time period before escalation (value + unit)

ApprovalCaseStepCandidate

  • escalated - Whether candidate has been escalated
  • requestedOn - When approval was initially requested
  • candidate_id - Employee who should approve

Key Differences from Fallback Escalation

  • Target: Escalates to employee's direct supervisor (hierarchy-based)
  • Logic: Uses organizational hierarchy to find supervisor
  • Configuration: No specific fallback employee configuration needed

Configuration Requirements

Approval Definition Setup

  • autoEscalateAfter: Must specify time period (value + unit)
  • Examples: "2 Days", "1 Week", "4 Hours"

Employee Hierarchy

  • Supervisor Relationship: Employees must have supervisor configured in HR module
  • Organizational Structure: Clear reporting hierarchy must be established

SQL Query Example

SELECT ac.id, ac.nearestAutoEscalateDate, ac.state, 
       ad.autoEscalateAfter_value, ad.autoEscalateAfter_uom
FROM ApprovalCase ac
INNER JOIN ApprovalDefinition ad ON ac.approvalDefinition_id = ad.id
WHERE ac.nearestAutoEscalateDate <= GETDATE()
    AND ac.state = 'InProgress'
    AND ad.autoEscalateAfter_value > 0;

Important Warnings

⚠️ Configuration Requirements

  • Supervisor Relationship Required: Employees must have supervisor configured
  • Timeout Configuration: Must have valid autoEscalateAfter time period
  • Infinite Loop Prevention: System tracks escalated status to prevent repeated escalations

⚠️ Operational Impact

  • Missing Supervisor: Escalation may fail if employee has no supervisor configured
  • Audit Trail: All escalations create permanent audit records
  • Performance: Large volumes of overdue approvals may impact processing time
  • EAAutoEscalateApprovalToFallBackEmployee - Escalates to specific fallback employee instead of supervisor

Module: core

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