Creating Order Milestone and Task State Automation Event Notifications

You create order milestone and task state automation event notifications at the order or task level. You select the order milestone (in the Order editor Events tab) or the task state (in the Task editor Events tab) that triggers the automation, and then configure the automation plug-in that will perform the work.

For example, when a task reaches the Assigned state, you can automate an external lookup before allowing the workflow to continue.

To create an order milestone or task state automation event notification:

Determine the level at which to create the event notification.

For example, if you want the notification to trigger when the order reaches the completion milestone, define the notification at the order level. To create an event at the order level, navigate to the Order editor Events tab. To create an event at the task level, navigate to the Task editor Events tab.
From the Order editor or the Task editor Events tab, click Add in the Milestone or State column, respectively.

A Selection dialog box opens, which lists all of the milestones or states that have been defined for this order or task.
Select a milestone or task from the list of options.

For order events, the milestones include Completion, Creation, Deletion, Exception. For task events, all of the states that you have defined on the Task editor States/Statuses tab appear in the list of options.
Click OK.
In the order event Milestones column or the task event States column, select the milestone or state for which you want to add an automation plug-in.
In the Automation column, click Add.

The Add Automation dialog box is displayed, which enables you to create the automation plug-in.
Enter a name for the automation plug-in, select the appropriate action from the available list, and click OK.

The newly created plug-in is displayed in the Automation column.
Select the automation plug-in.

When you select the automation plug-in, Design Studio displays its Properties tab. Use the subtabs to configure the plug-in. The tabs will vary depending on the type of plug-in selected.

See "Configuring Automation Plug-In Properties" for more information.
For Order Events, if the automation plug-in has an OSM user in the automation plug-in Run As property field with more than one role, click Select from the View field to choose a query task view to use for the automation plug-in. If only one default query task exists in the Order editor Permissions tab, then Design Studio automatically associates it with new automations.