Escalation Setting

Escalation - Notification Formula

These fields in the Escalation Levels Section are used to return certain statements to be displayed in the Subject/Body of the notifications that are sent to the Assigned and Notified users.

Learn how to customize the subject and the body of the assignment/notification e-mails:

To Body

To Subject

CC Subject

CC Body

Selection SQL (SQL)

The Selection SQL field in the Escalation Settings document is used to enter an SQL script that returns specific data. It is identical to a Data Source. You can use the SQLScript editor to validate your script.

Example:

SELECT

CORRACT.CORRACT_ID AS CORRACT_ID,

PHASE.PHASE_TYPE AS PHASETYPE

FROM

CORRACT.CORRACT_DOCUMENT AS CORRACT

LEFT JOIN ENGINE.PHASE_SETTINGS AS PHASE ON (CORRACT.ETQ$CURRENT_PHASE
‎= PHASE.PHASE_ID)

WHERE

PHASE.PHASE_TYPE=0;

‎To Subject

Send To - Subject

EtQScript

Use this field to write an EtQScript that returns a subject for the notification e-mail that will be sent to the ‘assigned to’ by escalation. Remember to use the EtQScript Editor features listed as below.

Example:

The following script returns (Escalation Level 2 for Document Number 2) in the Subject field of the e-mail notification. Where 30 is the number of the document.

print "Escalation Level 2 for Document Number: " + thisDocument.getField("ETQ$NUMBER").getEncodedValue()

Expression Builder

If the Expression Builder method is used, then in addition to write a text in the email’s Subject, you can also include dynamic fields’ values by pointing to the location where you wish the field’s value to be shown and select the field from the related Insert Field Value field. This lists all field types within the Evaluated Field’s parent form except Password, Text Area, Rich Text, Checkbox, Attachment, Link, and External Link.

Example:

Set the notification email that will be sent to the document’s assigned user(s) from Level 1 (which is set to send a notification before the document is due) as follows:

Subject: Reminder about the [Document Number] Due Date.

To do so:

1. Within the Subject field, type the subject without the field. i.e., type “Reminder about the Due Date.”
2. Point the cursor to the location where you wish to display the field’s content. i.e., point the cursor between ‘the’ and ‘Due’.
3. Select the desired field from the Insert Field Value field.
4. The field is inserted in the needed location

Send To Body

EtQScript

Use this field to enter an EtQScript that returns the body of the notification e-mail that will be sent to the ‘assigned to’ by the escalation. Remember to use the EtQScript Editor features.

Example:

This script returns: (Change Management is at least 1 day overdue for completion. Please click link to open the document.) in the body of the e-mail that is sent to the assigned user(s).

print "Change Management is at least 1 day overdue for completion. Please click link to open the document."

Expression Builder

If the Expression Builder method is used, then in addition to write a text in the assignment email’s body, you can also include dynamic fields’ values by pointing to the location where you wish the field’s value to be shown and select the field from the related Insert Field Value field. This lists all field types within the Evaluated Field’s parent form except Password, Text Area, Rich Text, Checkbox, Attachment, Link, and External Link.

Example:

Set the notification email that will be sent to the document’s assigned user(s) from Level 1 (which is set to send a notification before the document is due) as follows:

Body: The [Document Title] document is about to reach the due date. Make sure to complete it before [Due Date].

To do so:

1. Within the Body field, type the subject without the field. i.e., type “The document is about to reach the due date. Make sure to complete it before.”

2. Point the cursor to the location where you wish to display the field’s content. E.g., point the cursor between ‘the’ and ‘Document’.

3. Select the desired field from the Insert Field Value field.

4. The field is inserted in the needed location.

CC - Subject

EtQScript

Use this field to enter an EtQScript that returns the subject of the notification e-mail that will be sent to the users selected in the ‘Copy to’ field. Remember to use the EtQScript Editor features.

Example:

This script displays (Notification of Escalation Level 1) in the Subject field of the e-mail sent to the Users listed in the ‘Copy To’ field.

print "Notification of Escalation Level 1"

Expression Builder

If the Expression Builder method is used, then in addition to writing a text in the email’s Subject, you can also include dynamic fields’ values by pointing to the location where you wish the field’s value to be shown and select the field from the related Insert Field Value field. This lists all field types within the Evaluated Field’s parent form except Password, Text Area, Rich Text, Checkbox, Attachment, Link, and External Link.

Example:

Set the notification email that will be sent to the document’s notified user(s) from Level 1 (which is set to send a notification before the document is due) as follows:

Subject: Escalation Notification for the [Document Title] document.

To do so:

1. Within the Subject field, type the subject without the field. i.e., type “Escalation Notification for the document.”
2. Point the cursor to the location where you wish to display the field’s content. i.e., point the cursor between ‘the’ and ‘Document’.
3. Select the desired field from the Insert Field Value field.
4. The field is inserted in the needed location.

CC Body

EtQScript

Use this field to enter an EtQScript that returns the body of the notification e-mail that will be sent to the users selected in the ‘Copy to’ field by the escalation.

Example:

The following script returns (Notification only - CAR is due for completion in 1 day.  Please click link to open the document) in the body of the e-mail that is sent to the users listed in the ‘Copy to’ field.

print "Notification only - CAR is due for completion in 1 day.  Please click link to open the document."

Expression Builder

If the Expression Builder method is used, then in addition to writing a text in the notification email’s Body, you can also include dynamic fields’ values by pointing to the location where you wish the field’s value to be shown and select the field from the related Insert Field Value field. This lists all field types within the Evaluated Field’s parent form except Password, Text Area, Rich Text, Checkbox, Attachment, Link, and External Link.

Example:

1. Within the Body field, type the subject without the field. i.e., type “This is to notify you about the document that is about to reach the due date.”
2. Point the cursor to the location where you wish to display the field’s content. E.g., point the cursor between ‘the’ and ‘document’.
3. Select the desired field from the Insert Field Value field.
4. The field is inserted in the needed location.