Interface setting reminders

Hey all, 

I have 2 user input tasks.

For both tasks, I need to implement/adjust alerts as follows. Number of days are calculated since the sending of the 'First task' task to the users (i.e. the deadline for both, the Primary Traveler and the Line Manager's tasks together must be 12 days).

After x days 1st TASK 2nd TASK
3 Primary Traveller 0
6 Primary Traveller & Line Manager Line Manager
9 Primary Traveller & Line Manager & Compliance employee who approved the travel request Line Manager & Compliance employee who approved the travel request
12 Mail to Compliance with info that this Post Travel Form has still not been been completed/amended by the Primary Traveller and approved by the Line Manager Mail to Compliance with info that this Post Travel Form has still not been approved by the Line Manager

  THE POINT IS THE DEADLINE FOR BOTH TOGETHER MUST BE 12 DAYS.

I first installed escalations for the primary travelers and the line managers task individually which results in having 12 days max on the complete as well as 12 days on the approval task which overall gives 24 days and two potential reports to compliance (given the primary traveler approves after 12 days, the task goes to the line manager and the count starts over again). The deadline should however together for both not exceed 12 days.

How can I for e.g. for after 9 days, check which of the tasks is active, primary travellers or line managers. depending on that, it will then send the reminder mail to either line manager and compliance (if the task is with the line manager) or to primary traveller, line manager and compliance (if the task is with the primary traveller).

Kind Regards, 

Vic

  Discussion posts and replies are publicly visible

Parents Reply Children
  • Thank you for your quick reply Stefan.

    I already have the escalations implemented as per the table mentioned above, however if I install the escalations as per requested for the 1st Task and 2nd task task individually which results in having 12 days max on the complete as well as 12 days on the approval task which overall gives 24 days and two potential reports to compliance (given the primary traveller approves after 12 days, the task goes to the line manager and the count starts over again)

    I need to change it to make sure that the deadline for both tasks together is 12 days. How exactly I can apply that on the process ?.

    For the input task ( 1st task, I can implement the 3, 6, 9, 12 days ), for the second task I should use an if () function ? to make sure that the reminders do no exceed the 12 days ?

  • 0
    Certified Lead Developer
    in reply to victoriab0001

    In my experience, it is best to add a script task just before your second task in which you implement the logic to calculate the escalation time for the second task. Based in the process start time and the current time you have a baseline to start on.

  • 0
    Certified Lead Developer
    in reply to victoriab0001

    Hi,

    Before assigning second task calculate remaining time based on process start time and current time save the value in a process variable and use that value to escalate your task.