monitor_profile/mon_prof_template.htm

Milestone Template

Assignment Criteria | Milestones | Milestone Links

A milestone template defines various milestones that control:

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

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:

The first step in creating a template is to provide a unique ID. You can record a Name for the template. 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.

The Data Query Type determines the business object the milestone monitor will be monitoring. Choose from the following business objects when creating a milestone template:

The Domain 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.

If Deactivate On Completion is checked, then the milestone template is deactivated upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.

If Delete On Completion is checked, then the milestone template is deleted upon completion. Completion occurs when any one of its corresponding milestone monitors reaches its Last Milestone Event.

The next step is to complete the definition of Assignment Criteria and milestone as described below. As you create this data, a summary is reflected on this page in each appropriate section so you can review the entire template on one page.

Assignment Criteria

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

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.

OTM 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.

Milestones

A milestone manages events that occur to a business object. A milestone:

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

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.