how to manage task escalation on due date

[Titus van der M]

I added a related list (FINTASK) to the Financial Management app, to create tasks sent to individuals (users) related to the Fin Ticket. Every task has a mandatory (manually filled in) due date.

I would like to send an email (your task is almost overdue) to the assigned to when TASK is 1 hour before the due date (escalation = 2) and and email (Your task is overdue) when due date has passed (escalation = 3).

As being not familiar with scripting, I am looking for a solution to get the value for the Escalation field updated based on the Due Date.

Any help is welcome 🙂

Thanks!

[Titus van der M]

Yes! I figured it out already... Escalation got updated based on the initial Due Date (1 hour before and on due date). but..... updating the Due Date will not change the workflow (when it is already set). Is there a way to cancel the workflow and start a new one in case the Due Date changes?

Thanks!

[ccajohnson · Accepted solution]

Yes, that was the only piece that I was concerned about. Most likely you will need to restart the workflow.

I would create a business rule on your table that only triggers when the Due date field is changed:

Name: Restart WF when Due date changes

Advanced: true

When: After

Insert: false

Update: true

Conditions: current.due_date.changes()

Script:

(function executeRule(current, previous /*null when async*/) {
       new Workflow().restartWorkflow(current);
})(current, previous);

Let us know if you are successful.

[Titus van der M]

Thanks for you code 🙂 I also added an extra (first) step in the workflow to set Escalation back to Normal.... unfortunately Escalation field did not change back to "Normal"...

[Titus van der M]

Yes! have it fixed by using When: Before

Many thanks Christopher!