Right, and that takes me back to my question: will that naming convention have 
the same effect on the actions in an escalation like it does for a filter?

Thanks,
Lyle


-----Original Message-----
From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Grooms, Frederick W
Sent: Wednesday, May 06, 2009 7:59 AM
To: arslist@ARSLIST.ORG
Subject: Re: Filter Phasing and Escalations

I have used it and it seems to work.   The trick is since it is a Run Process 
action (Phase 3) you put it in its own filter with a naming convention of `! to 
force the action to run in Phase 1

Fred

-----Original Message-----
From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Guillaume Rheault
Sent: Wednesday, May 06, 2009 7:30 AM
To: arslist@ARSLIST.ORG
Subject: Re: Filter Phasing and Escalations

Hi Lyle,

FYI - I've yet to see the Run Process Application-Release-Pending work.
Even with 7.5, it seems not to work....it has not worked for me in the past or 
now, the way I was expecting it to work....

-Guillaume

-----Original Message-----
From: Action Request System discussion list(ARSList) on behalf of Lyle Taylor
Sent: Tue 05/05/09 7:59 PM
To: arslist@ARSLIST.ORG
Subject: Re: Filter Phasing and Escalations

Hi Dave,

Thanks for replying, but I'm afraid I don't understand where you're trying to 
take me here.  I understand what the various workflow is and where it 
executes.  The problem is that not all actions happen as they are encountered 
in the workflow due to phasing.  This can occasionally cause problems, because 
something that you may have expected to happen sooner in the workflow 
processing may not have yet been completed, because it happens in another phase 
or has been placed later on the queue.  This appears to be happening here.  
Most of the time, things work as expected - however, I've seen it where not all 
of the processing from step two of my escalation has occurred before step three 
gets executed, I _think_ due to filter phasing and how the queues for the 
various filters on the two forms get managed.

Basically, the documentation makes it sound like filter phasing applies to 
escalations as well as filters.  If that's the case, then I just need to know 
whether the `! naming convention also applies.  If so, then I think the 
approach I'm taking will work, namely:

1) Tag all new records
2) Run Process: Application-Release-Pending
3) Process all tagged records
4) Run Process: Application-Release-Pending
5) Tag any remaining records as "No Configuration Matched"

Thanks,
Lyle


-----Original Message-----
From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Shellman, David
Sent: Monday, May 04, 2009 8:45 PM
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 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
 
-----Original Message-----
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.  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. 
Dave
-------------------------
dave.shell...@tycoelectronics.com
(Wireless)

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