Question

escalate until a meta data item is changed

Workflow

Updated August 23, 2023

asked on August 21, 2023

Hi, I have a requirement that when a document is loaded with a doc type/sub type of unknown I want to set a 5 day escalation until both fields are not unknown. If after 5 days I want to send another email escalation. However I want this to terminate if before hand the document is set correctly.

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Answer

SELECTED ANSWER

replied on August 22, 2023

Wait for Entry change activity can do what you need. It will pause the workflow until the conditions are met. If you put it in a Deadline activity and its conditions are satisfied before the 5-day deadline is up, your workflow will continue without having to wait out the entire 5 days.

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replied on August 21, 2023

Karl, the way you've written this assumes that the reader understands the context of what you are asking. I would suggest rewriting this, providing context for everything.

For example:

I have a requirement that when a document is loaded with a doc type/sub type of unknown

What does "when a document is loaded" mean? Is doc type/sub type a metadata field that you referenced in the post title?

I want to set a 5 day escalation until both fields are not unknown.

What does "set a 5 day escalation" mean?

However I want this to terminate if before hand the document is set correctly.

When is "before hand"? What does "set correctly" mean?

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replied on August 23, 2023

Hi, thanks for the responses, I have managed to set this up and it works well

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escalate until a meta data item is changed

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