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April 20, 2022
Question

Interface setting reminders

  • April 20, 2022
  • 8 replies
  • 0 views

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

    8 replies

    richardm900458
    April 20, 2022

    Hi vic,
    first idea:
    you can check for active tasks via a "task report"
    https://docs.appian.com/suite/help/22.1/Task_Report_Tutorial.html

    second thought: why not just limiting the time on the first to max 6 and the second to max 6? 
    And depending on the processtart time you create your escalations?

    But just some quick ideas.

    April 21, 2022

    Hey there, 

     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. Thank you

    stefanhelzle0001
    Brainy
    April 20, 2022

    In your model the second task will get started AFTER the first one is completed. Is that what you want?

    Why would you want to escalate the approval task before the request task is completed?

    April 21, 2022

    Yes the second task starts after the first on is completed. For Both of them I have to implement alerts as mentioned on the table above. However he deadline should together for both not exceed 12 days, in order to avoid to send 2 reports to Compliance.

    stefanhelzle0001
    Brainy
    April 21, 2022

    Sure, then calculate both deadlines starting with the process initiation time.