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End Milestone Milestone

A Milestone
step is a place that has significance. For example, the guide is handed off to another user. In most cases, users running the guide see a screen having a Done
button. Clicking the button can perform the same actions as those performed when the user presses a Done
button in an End of Guide
step (as well as a few additional ones) but the guide isn't really done. When the guide is next run (possibly by someone else other than the original user), it continue from the step that follows the milestone step.

Note
: In some cases, you may simply be using a milestone stop to record an event that occured and the guide will automatically continue to the next step.

Here is what a Milestone step looks like:

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.

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. Non-milestone guides are terminated in 7 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 7 days.

The fields within this dialog are:

Title
: Enter the text that will appear as this step's title.

Ending Type
: Choose the kind of activity that will be performed when this step executes, either End of Guide
or Milestone: End of Current User's Work
.

Don't Show Screen
: If this box is checked, the guide's user will not see this milestone step. Instead, the action indicated in the On Done Button
area immediately occurs after this step executes.

Allow user to go back
: (Milestone only) If this box is checked, the user can 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.

On Done Button
: The options in this picklist let you select the action that will occur after this step completes. Two of these actions are unique to milestone steps.

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, the screen editor adds a Click To Select Field
picklist 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, the screen editor adds a Click To Select Field
picklist to the right. Select a field that is of type URL. When users click Done
after completing the guide, this URL displays in their browsers.

No Done Button
: When the last step within a branch is reached, it often has a button indicating that there are no more steps for the user to perform. Pressing the Done
button indicates that one of the activities named in this picklist is performed. This option indicates, as it says, that a Done
button is not displayed.

When simulating a guide, a Done
button still displays. This lets you go to the step following the milestone. Without it, a simulation would always end at a milestone.

Refresh Current Object and Continue
: (Milestone only) After the object upon which this guide is executing is refreshed, execution moves to the step that follows.

Continue
: (Milestone only) notes that the milestone was reached and execution continues with the next step.

Done Button Label
: By default, the text for the Done
button is Done
. Use this field to change it to something else.

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Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

End Milestone Milestone

End Milestone Milestone