Milestone Template Assignment Criteria

This page is accessed via Business Process Automation > Agents and Milestones > Milestone Template. Click Add Assignment Criteria.

Assignment Criteria determines when a milestone monitor is created from a template and assigned to a business object.

Note: You can also manually assign a milestone template to a business object using the Assign Monitor Profile action in the specific object manager.

A template must have assignment criteria. The assignment criteria consists of events that are monitored. For example, an event could be the creation of a shipment or a change in shipment status. When the event is published, the system copies the milestone template data and creates a milestone monitor, which is assigned to the business object that triggered the event. You can think of a milestone monitor as an instance of a milestone template that is assigned to a business object. The milestone monitor then controls the milestone events and actions that are taken for the assigned business object.

Note: Changing a milestone template does not change any of the milestone monitors that have already been created from it.

Oracle Transportation Management ensures that only one milestone monitor is created from the same milestone template for a business object. Each milestone monitor is assigned the Milestone Template ID to avoid duplication. Alternatively, a business object can have multiple milestone monitors assigned from different milestone templates.

Adding Assignment Criteria

1. Enter an Assignment Criteria ID. All milestone IDs must be unique across all milestone templates and milestone monitors.
2. Enter an Assignment Criteria Name for additional identification purposes.
3. The Monitor Event and Perform Actions check boxes determine how you want the assignment to behave based on the definition of the events/actions assigned. If you de-select Monitor Event and Perform Actions at a later time, any milestone monitors that were previously created from the template continue to monitor the business object, but new milestone monitors will follow the adjusted settings.
4. Enter an Event. The agent events and restrictions that you define here trigger the creation of a milestone monitor for a business object.
5. Enter Restrictions for the event.
6. Click Save for each event you define.
7. Enter a Saved Condition. The saved condition lets you narrow the selection of a business object based on user-defined criteria.
8. Enter a Threshold ID.
9. Click Add Action to optionally define agent actions. For example, you might want to create an action to send a notification that the milestone temple was applied to an object. It is not recommended that actions be added to the assignment criteria.
10. Click Save Assignment Criteria.