The Workflow Library

Library / Tickets and SLA / tickets-sla-015

Escalation ladder L1 to L2 to L3 based on elapsed unresolved time

Tickets and SLATicketService Hub ProfessionalAdvanced~45 min to buildalso needs Marketing Hub ProfessionalFull spec

This spec is filed under Service Hub Professional, and one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written.

Outcome. An unresolved ticket climbs through three escalation levels on a fixed schedule, so an issue nobody has touched for hours gets progressively more senior attention instead of staying invisible.

Workflow map Enrollment, branches and actions at a glance tickets-sla-015
flowchart TD
    A[SLA overdue, priority High/Urgent, still open] --> B[Escalation level = 1]
    B --> C[Wait 2 hours]
    C --> D{Still open?}
    D -->|no| E[End - stopped at L1]
    D -->|yes| F[Escalation level = 2 - notify manager, create task]
    F --> G[Wait 4 more hours]
    G --> H{Still open?}
    H -->|no| I[End - stopped at L2]
    H -->|yes| J[Escalation level = 3 - notify director, create task]
    J --> K[Add to L3 escalations - active list]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it for tickets where a single breach alert (tickets-sla-003, tickets-sla-005) is not enough because the issue can stay unresolved for a long stretch and needs increasing visibility over time.
  • UseUse it for High/Urgent priority only; the escalation cost of repeatedly interrupting managers and directors needs to be worth it.
  • SkipDo not use it for every ticket; a full three-level ladder on routine tickets trains people to ignore it.
  • SkipDo not use it as a substitute for fixing the root staffing or process issue if the ladder fires constantly; rising escalation volume is a signal to review the queue, not just the individual tickets.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.13 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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