Create a milestone

  1. Open a process, such as Hiring Business Process.
  2. On the Modeling bar, click Milestones.
  3. Enter a Name for the new milestone, such as Complete Interviews.
  4. To select the state to which the process will change on achieving the milestone, consume the state in the Associated State box.
  5. To assign a target duration value for the milestone, configure one of the following options:
  6. To configure a trigger to a milestone, see Create milestone triggers.
  7. Click Add Add.

Set a static target duration

Set the target duration in number of days, hours, minutes and seconds, or relative to when a job is created. For example, set the "Interviews Complete" milestone to be reached 24 days after the Hiring job starts.

  1. Click Static for Expected Duration.
  2. Set a target date for the milestone using the Days, Hours, Minutes and/or Seconds.

Set a dynamic target duration

Set a dynamic target duration for the milestone. Use a date variable to contain the duration value at runtime.

  1. Click Dynamic for Expected Duration.
  2. Consume a Date variable in the Variable box.
    Important If the milestone is based on a variable, you can use the Kofax TotalAgility Workspace to change the milestone dates at runtime. If you change the milestone variable value, the milestone will NOT be updated automatically. Use APIs to update the milestone.

Set a target duration relative to a milestone

Set the target duration relative to another milestone. For example, make the Training Materials Completed milestone date relative to the Deliver Training Course milestone date. If you reschedule the Training Course, all the linked milestones dates are rescheduled automatically.

Note At runtime, if a milestone is updated, all milestones relative to it are also updated.

  1. Click Relative for Expected Duration.
  2. Consume the milestone in the Milestone box.
  3. To set the Offset for the target due date of the new milestone in relation to an existing milestone using the Days, Hours, Minutes and/or Seconds, do either of the following:
    • To set the milestone to reach after (for example, three days later than) the due date of the selected milestone, click the Plus button for Offset and enter 3 in the Days box.

    • To set the milestone to reach before (for example, three days earlier than) the due date of the selected milestone, click the Minus button, and enter 3 in the Days box.

    Note If the value is 0, the milestone will be achieved when the relative milestone is achieved.
  4. To specify whether the target due date of a milestone be updated on completion of the relative milestone, click Yes for Update target date when relative milestone met. (Default: No)