Escalation

"Escalation" is a feature of Data Academy TRANSFORM-it which allows you to specify that an alert email is sent (to selected recipients) when particular criteria are met. For example, you could elect to send a message when the value of an order hits a particular threshold, giving higher-level visibility to particularly important transactions. Escalation is supported for both "Regular" and "Pivot" Datasets.

Let's consider the following source data, for which we want to set-up an Escalation for incomplete orders over the value of $500.

To achieve this, we need to think carefully about the design of our Dataset, considering two questions:

1. What data do we want to test? All orders which are not yet complete.
   
2. What test(s) do we want to apply? Is the Order Value in excess of $500?
   

What Data Do We Want To Test?

To answer this question, we create a "Regular" Dataset, based on our source table, adding the fields CUSTOMER, VALUE and COMPLETE.

Because we are only interested in testing incomplete orders, we drill into the COMPLETE Field Detail and add the necessary Criteria. Because the "Criteria" field accepts Academy WHERE Criteria (not SQL) we can just enter "N" in here, indicating we only want to populate the Dataset with records which match this value.

What Test(s) Do We Want To Apply?

Although we are returning ALL incomplete orders into our Dataset, we only want to Escalate those items where the value is greater than $500. To do this, we drill into the VALUE field, and set the "Escalation Criteria" (again, using Academy WHERE Criteria) to "> 500".

Before We Run The Transformation Space...

Don't get too excited yet though - there are a couple more things we still need to do! First of all, tick the "Apply Escalation" check-box in the Dataset Details screen. Without this, the Escalation Criteria will not be applied!

Then, back in the Transformation Space Detail screen, under the "Escalation Users" tab, we need to select those users to whom an Escalation Alert will be sent.

Finally, under the "Groups" tab, ensure that all appropriate users have access to the Transformation Space, via their Group Security, or they won't be able to hyperlink to the Dataset when they receive an Escalation email!