Hi Lyle,
I always take the old fashioned approach with escalations. That is to use the escalation to just “touch” the record and then get a filter to pick up that touch and do the work. This would normally be through a filter guide unless I only have one action to take. So the steps I go through is as follows. 1. Create a display only selection field on the form which the escalation will set if the escalations qualification is met. 2. Create a filter, that runs at 0, to pick up this field setting and do the work. If there are several things to do I may use a filter guide. 3. Add a final action to the filter to do a go to Execution order 1001 to ensure none of the other filters run. This has two benefits. Reduces the work to be done and ensures no error messages stop the process. This does mean that you must keep filter Execution order 0 for this type of work only but I haven’t found that to be a problem personally. Brian Bishop Goldstag Consultants Ltd tel: +44 (0)7973 746832 <http://www.linkedin.com/in/brianpbishop> Linkedin From: Action Request System discussion list(ARSList) [mailto:[email protected]] On Behalf Of Lyle Taylor Sent: 05 May 2009 02:57 To: [email protected] Subject: Re: Filter Phasing and Escalations ** Let me clarify a bit. The documentation states that you can add the Run Process action Application-Release-Pending between each of the actions to get what I’m looking for and mentions that it can be used in escalations. However, since it normally runs in phase 3, you have to use the special filter naming convention to override filter phasing for it to be applied properly between the push fields actions. I guess my question boils down to this: do filter phases apply in escalations, and if they do, can you add `! to the escalation name to override phasing just like you do with filters? Thanks, Lyle From: Lyle Taylor Sent: Monday, May 04, 2009 4:05 PM To: '[email protected]' Subject: Filter Phasing and Escalations Hi All, Can anyone tell me if filter phasing applies to escalations? I have a three-step process involving two forms, and I need to guarantee that certain actions happen in a specific order. I’m also trying to process records in batches, so I have an escalation that does something like this: 1. Set the status of all records in Form A to “Process” 2. Set the field “Process Now” in Form B 3. Set the status of all records in Form A whose status is still “Process” to “No Configuration Matched” Basically, Form A contains records to be processed, and new records can be added to it at any time. Form B contains configurations that map back to zero or more records in Form A. At intervals, I set the status of all new records in Form A to Process. Then I trigger the processing of those records from Form B by setting a field that triggers the processing workflow. As part of that, the status of all records that got processed get set to a status that indicates they have been processed. I then want to set the status of any remaining records that were tagged for processing but that didn’t match any configurations in Form B to “No Configuration Matched”. So, the question is, how can I guarantee that all records get processed in action 1 before action 2 gets processed, and that all records affected by processing related to action 2 (including affected records in Form A) get processed before action 3 fires? Does that make sense? Thanks, Lyle NOTICE: This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. _Platinum Sponsor: [email protected] ARSlist: "Where the Answers Are"_ No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.5.287 / Virus Database: 270.12.17/2095 - Release Date: 05/04/09 06:00:00 _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:[email protected] ARSlist: "Where the Answers Are"
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