Lyle, Dave is correct.
There is another way as well for you to ensure that workflow actions happen in a specific order. It requires a small additional development effort, but you are guaranteed 100% that your workflow does things in the correct order - irrespective of the phasing or even execution order (you can even do this using only 1 escalation per form). The drawback is that it takes longer to do it all since you sequentially trigger more than one update per record using the escalation. This method also allows easier manual debugging of workflow triggered by escalations since you only have to turn on filter logging on the User Tool before manually simulating the escalation update on a single record. Depending on a number of circumstantial factors, it might or might not be better to do it that way. Best Regards, Theo -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Shellman, David Sent: 05 May 2009 04:45 To: arslist@ARSLIST.ORG Subject: Re: Filter Phasing and Escalations Lyle, Filters are actions that occur on the server. They function basically the same if a record is changed by a person, an API call, or an escalation. This includes phase 1, 2 and 3 actions. You can check by turning on filter logging on the server. ------Original Message------ From: Lyle Taylor To: Arslist ReplyTo: Arslist Subject: Re: Filter Phasing and Escalations Sent: May 4, 2009 9:57 PM ** 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 Im 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: 'arslist@ARSLIST.ORG' 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. Im 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. Dave ------------------------- dave.shell...@tycoelectronics.com (Wireless) _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:rmisoluti...@verizon.net ARSlist: "Where the Answers Are"
