Use the fields and options to configure the Escalate Workflow Activities screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using
Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|
| Parameter ID
|
Enter, or click
 to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
|
| Description
|
Enter, or click
to select, a parameter description of up to 30 alphanumeric characters.
|
Selection Ranges
Use the fields in this block to specify the range of workflow activities you want to escalate.
| Field | Description |
|---|
| Workflow
|
Use this drop-down list box to select the range of workflows you want to use. The following options are available:
- All: Select this option to include all available records. The
Start and
End fields are disabled for if you select this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled if you select this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled if you select this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled if you select this option.
The default selection for this field is
All. If you have a large number of jobs, you may not want to use the default option.
|
| Start
|
Use this field to enter, or use
 to select, the starting workflow, as applicable.
|
| End
|
Use this field to enter, or use
to select, the ending workflow, as applicable.
|
| Subsystem
|
Use this drop-down list box to select the range of subsystems you want to use. The following options are available:
- All: Select this option to include all available records. The
Start and
End fields are disabled for if you select this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled if you select this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled if you select this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled if you select this option.
The default selection for this field is
All. If you have a large number of jobs, you may not want to use the default option.
|
| Start
|
Use this drop-down list box to select the starting subsystem, as applicable. The following options are available:
- Accounting
- Materials
- Others
- People
- Projects
|
| End
|
Use this drop-down box to select the ending subsystem, as applicable.
- Accounting
- Materials
- Others
- People
- Projects
|
| Case
|
Use this drop-down list box to select the range of cases you want to use. The following options are available:
- All: Select this option to include all available records. The
Start and
End fields are disabled for if you select this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled if you select this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled if you select this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled if you select this option.
The default selection for this field is
All. If you have a large number of jobs, you may not want to use the default option.
|
| Start
|
Use this field to enter, or use
to select, the starting case label, as applicable.
|
| End
|
Use this field to enter, or use
to select, the ending case label, as applicable.
|
| Activity
|
Use this drop-down list box to select the range of activities you want to use. The following options are available:
- All: Select this option to include all available records. The
Start and
End fields are disabled for if you select this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled if you select this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled if you select this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled if you select this option.
The default selection for this field is
All. If you have a large number of jobs, you may not want to use the default option.
|
| Start
|
Use this field to enter, or use
to select, the starting activity, as applicable.
|
| End
|
Use this field to enter, or use
to select, the ending activity, as applicable.
|
Sort By
Use this group box to specify how to sort the data in this report.
| Field | Description |
|---|
| 1st Sort
|
This field displays that this process is initially sorted by
Workflow.
|
| Page Break
|
Select this check box to insert a page break in between each workflow entry.
|