Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

End/Milestone Step

End/Milestone Step

The End/Milestone step marks the end of a guide's execution or a milestone.
When you add an End step to a guide, you can configure the step to be a
Milestone
type step or an
End of Guide
type step. A Milestone ending indicates the end of one phase in a guide's activities. .
You can make the text that you enter more readable if you insert text and fields into a table. For more information, see
Inserting Fields in Tables
.

End of Guide Step

An End of Guide step marks the place where a guide finishes executing. Every branch in a guide concludes with an End step, unless it is a Jump Step. The An End of Guide step specifies an outcome.
The following image shows a sample
End of Guide
step:
This image shows an End step with End of Guide selected. The Show screen option is selected. The outcome is set to Evaluation Sent and there is a list of Preprocessing options.
Set the following properties when you select the
End of Guide
option:
  • Ending Type
    : Milestone
  • Show Screen
    : Select this option for the user sees the milestone step. If you do not select it, the user does not see the milestone step. Instead, the action indicated in the On Done Button area immediately occurs after this step executes.
  • Outcome
    : A list containing the outcomes you defined in the Start step. You can also add a new outcome.
  • Preprocessing
    : Select an option from this list to configure the action occurs after the Milestone step completes.
    • Refresh Current Object
      : The page from which you launched the guide is refreshed so that the action performed by the guide is visible on the object's page.
    • Go to Other Object
      : When selected, you see a
      Click To Select Field
      list to the right. Select one of the items in it. Many are IDs associated with the current object. This is especially valuable for a guide whose primary purpose is to create a new object (for example, a lead). You might then have the End step specify that the user should be taken to the object after the guide finishes executing.
    • Go to URL
      : When selected, you see a
      Click To Select Field
      list to the right. Select a field that is of type URL.

Milestone Step

Milestones are especially useful when a user hands off work to someone else. (If the guide is handed off, the user who will be handing the guide off should let the next user know that something needs to be done. This may be built into your application's workflow rules.) When that user starts the guide, it starts at the step following the milestone. Milestones should also be used if the user normally stops executing the guide at a step to do something else.
In some cases, you may simply be using a milestone stop to record an event that occurred and the guide will automatically continue to the next step.
The following image shows a sample
Milestone
step:
This image shows a Milestone step. Show screen is selected and you can see a list of Preprocessing options.
After a guide hits a milestone, further activities do not need to occur. However, the guide will be terminated if no further actions occur within 14 days. Guides without a Milestone guides are terminated in seven days. Once action begins after a milestone is reached, the guide will be terminated if it does not either end or reach another milestone in seven days.
Set the following properties when you select the
Milestone
option:
  • Ending Type
    : Milestone
  • Show Screen
    : Select this option for the user sees the milestone step. If you do not select it, the user does not see the milestone step. Instead, the action indicated in the On Done Button area immediately occurs after this step executes.
  • Allow user to go back
    : Select this option for the user to be able to go back to steps executed before the milestone. In either case, all steps that occurred within the guide display in the guide's history. However, if the user cannot go back, the user cannot select one of these previously executed steps.
  • Preprocessing
    : Select an option from this list to configure the action occurs after the Milestone step completes.
    • Refresh Current Object
      : The page from which you launched the guide is refreshed so that the action performed by the guide is visible on the object's page.
    • Go to Other Object
      : When selected, you see a
      Click To Select Field
      list to the right. Select one of the items in it. Many are IDs associated with the current object. This is especially valuable for a guide whose primary purpose is to create a new object (for example, a lead). You might then have the End step specify that the user should be taken to the object after the guide finishes executing.
    • Go to URL
      : When selected, you see a
      Click To Select Field
      list to the right. Select a field that is of type URL.
    • Refresh Current Object and Continue
      : After the object upon which this guide is executing is refreshed, execution moves to the step that follows.
    • Continue
      : Notes that the milestone was reached and execution continues with the next step.


Updated February 11, 2021