Milestone Template

This page is accessed via Business Process Automation > Agents and Milestones > Milestone Template.

A milestone template defines various milestones that control:

• the creation and assignment of a milestone monitor to a business object
• the events that a monitor will monitor
• the definition of the events and actions for milestones.

This template controls the creation of milestone monitors and the types of business objects that are assigned to the monitors. The template also determines the milestones that are copied to each milestone monitor that is created. These milestones control how the system monitors specific events and performs actions for a business object.

This page lets you define the attributes and various milestones for a milestone template. This template controls the creation of a milestone monitor and the business object type that is assigned to it.

A milestone template consists of the following:

• Assignment criteria that determines whether a milestone monitor that is created from a template is assigned to a business object.
• Milestones that determine the events to monitor, actions to take in response, and various other processing attributes.

Adding a Milestone Template

1. Enter an unique Milestone Template ID.
2. Enter a Milestone Template Name. The template name is copied as the name for each milestone monitor that is created from the template. However, you can modify the milestone monitor name if you want it to be different than the template name.
3. Select a Data Query Type. The data query type determines the business object the milestone monitor will be monitoring. Data query types dictate the options available for adding milestones.
4. The Domain Name is where the template is stored; the default is the current domain. Any milestone monitor that is created from this template is stored in the same domain. For example, if a milestone template is defined in domain A and a business object is created in domain B (which has read-only access to domain A) the business object's milestone monitor will be created in domain A.
5. If Deactivate On Completion is selected, then the milestone template is deactivated upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.
6. If Delete On Completion is selected, then the milestone template is deleted upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.
7. Click the Add Assignment Criteria button.

   Note: You can only delete Assignment Criteria if there are no milestone monitors based on this milestone template.

8. Click the Add Milestone button to create a milestone for a new template. Alternatively, click Edit next to any milestone on an existing milestone template.
9. Click Finished.

Milestone Links

This section displays the dependency links that you have established for milestones. You can record these dependencies when you add or edit milestones.