By completing this configuration, you can use auto-escalations and they will work according to the configuration; however, you will be able to override some of the options later when creating approval processes.

Setting Up Auto-Escalation Flows

To set up the auto-escalation flow: 

1. Click the gray gear icon in the top right corner to enter Setup.
   
    
2. In the left navigation bar, go to Platform Tools, open Process Automation, and click Flows.
3. Click the New Flow button, which raises the New Flow panel.
4. Select Record-Triggered Flow and click Create to raise the Configure Start screen.
5. Select the Approval Request object.
6. From the Configure Trigger screen, select A record is created or updated.
7. Set entry conditions: 
   1. In Condition Requirements, select Custom Condition Logic is Met.
   2. In Condition Logic, enter: 1 AND 2 AND 3 AND 4 AND 5 AND 6 AND (7 OR 8).

   3. Add and enter the following rule criteria: 

      Field	Operator	Value
      Active (Apttus_Approval__Active__c)	Equals	True ($GlobalConstant.True)
      Auto Escalate (Apttus_Approval__AutoEscalate__c)	Equals	True
      Can Escalate (Apttus_Approval__CanEscalate__c)	Equals	True
      In Escalation (Apttus_Approval__InEscalation__c)	Does Not Equal	True
      Approval Status (Apttus_Approval__Approval_Status__c)	Equals	Reassigned (text)
      Date Escalated (Apttus_Approval__DateEscalated__c)	Is Null	False  ($GlobalConstant.False)
      Escalated To Highest Level (Apttus_Approval__EscalatedToHighestLevel__c)	Equals	False
      Approval Status (Apttus_Approval__Approval_Status__c)	Equals	Assigned

   4. In the "When to Run the Flow for Updated Records" section, select the Only when a record is updated to meet the condition requirements radio button. 
   5. In the "Optimize the Flow for" section, select Actions and Related Records.
8. Click Done. The successful exit state looks like:
    

With the auto-escalation flow thus established, you must add and configure scheduled path details. Add a scheduled path to the flow map as follows:

1. Click the Add Scheduled Path (Optional) button, raising the Configure Scheduled Paths window. 

2. In the scheduled path details section, enter these values:

   • In Path Label, enter Time Trigger. The API Name field auto-populates with the Time_Trigger name.

   • In Time Source, select Apttus_Approval__Approval_Request__c: Date Escalated from the pull-down menu. 

   • In Offset Number, enter 0 (numeral zero). 

   • In Offset Options, select Minutes After. 

3. Do not expand the Advanced entry. Click Done. The successful exit state looks like: 
   

You can now add an element to the time-trigger flow.

1. On the right (Time Trigger) fork of the Flow map, hover over the disk under Time Trigger until it changes into a plus sign:
   
2. Click the plus-sign button to raise the Add Element pop-up.
   
3. Scroll down and select Update Records, raising the New Update Records window. 
4. In the New Update Records window: 
   1. Enter a label in the Label field. In the present example, this is Field Update. The API Name field auto-populates with "Field_Update". This field names the element's GUI icon. 
   2. Enter a descriptor in the Description field. This field defines the hover text for the element's GUI representation. In the illustration below, this is "ScheduledPath1Update".
   3. In the "How to Find Records to Update and Set Their Values" section, select the Use the approval request record that triggered the flow radio button. 
   4. In the "Set Filter Conditions" section, select None—Always Update Record from the pull-down menu.

   5. In the "Set Field Values for the Approval Request Record" section, use the + Add Field button to add entries, then select and enter the following values: 

      Field	Value
      Apttus_Approval__CanEscalate__c	False ($GlobalConstant.False)
      Apttus_Approval__DateEscalated__c	blank
      Apttus_Approval__InEscalation__c	True ($GlobalConstant.True)

5. Click Done. A successful exit state resembles: 
   
6. Click the Save button.