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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure an escalation rule

Escalate a workplace case to the relevant assignment group by using an escalation rule.

Before you begin

Role required: sn_wsd_case.admin or sn_wsd_case.manager

Procedure

  1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Escalation rules.

  2. Click New.

  3. On the form, fill in the fields.

    FieldDescription
    Escalate fromAssignment group from which you want to escalate the workplace case.
    Escalate toAssignment group to which you want to escalate the workplace case.
    DomainDomain of your application. This field is automatically set to your application domain.
  4. Click Submit.

Result

The escalation rule is created. The rule is displayed under the Related links of those workplace cases that have the assignment group (specified in Escalated from) for which the rule is created.

Parent Topic:Configuring Workplace Case Management

Related topics

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Create a Workplace case template

Create a Workplace task template

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Create an SLA Definition

Create a Workplace service

Add a workplace service item to a workplace service

Create a workplace template configuration

Create a workplace field mapping

Add Fulfillment instructions

Group similar workplace cases under a parent case