To track the progress of a workflow, the workflow author can define key points
(milestones) in the workflow. On the workflow map, a milestone can be placed
either before or after a General step, or after the Launch step. When the running
workflow reaches a milestone, an author-specified message is written to a log
file and, depending on its author-specified level (1 to 99), the milestone displays
for workflow participants, trackers, and the user who launched the workflow.
Where a milestone and its message are displayed
For a workflow participant
Workplace: In an open work item, the participant can view
a list of milestones reached in the workflow. The milestone level site preference
(set on the Application Engine) determines the milestones listed. For example,
if the site preference is set to 5, reached milestones of levels 1, 2, 3,
4, and 5 will be listed.
FileNet Web Services Client:
In an open work item, if a level 1 milestone has been reached, the Milestone
tab lists that milestone and its message.
Open Client:
In an open work item, reached milestones and their messages display on the
Milestone tab. The milestone level site preference determines which milestones
display. For example, if the site preference is set to 5, reached milestones
of levels 1, 2, 3, 4, and 5 will be listed.
If the Status button is available on the open work item page, the workflow
participant can display the Tracker page and view milestones. For details, see
"For a tracker" below.
For a user who launched a workflow
Workplace: A participant can open an item in Workplace Tasks/Launched
Workflows to see which milestones have been reached in a workflow he or she
launched. The milestone level site preference (set on the Application Engine)
determines the milestones listed. For example, if the site preference is set
to 5, reached milestones of levels 1, 2, 3, 4, and 5 will be listed.
In addition, if the Workplace user preferences for email notification specify
Originator Notification for milestone reached, an email message will be sent
to the user who launched the workflow when a level 1 milestone is reached.
FileNet Web Services Client:
A participant can open an item in Personal Work Manager/Milestone Tracking
to see which level 1 milestones have been reached in a workflow he or she
launched. Alternatively, the workflow originator can view level 1 milestones
in workflows he or she launched by entering the following URL: <webservername>/idmws/redist/wf_milestone/workflowSelectionList.asp
In addition, if the Originator user preference is
enabled, an email message will be sent to the user who launched the workflow
when a level 1 milestone is reached.
Open Client:
A participant can open an item on the Process page/Launched Workflows tab
to see which milestones have been reached in a workflow he or she launched.
The milestone level site preference determines the milestones listed. For
example, if the site preference is set to 5, reached milestones of level 1,
2, 3, 4, and 5 will be listed.
In addition, if the Originator Notification user preference for milestone
reached is enabled, an email message will be sent to the user who launched
the workflow when a level 1 milestone is reached.
For a tracker
In an open tracker work item, the Milestones tab lists all milestones defined
in a workflow. The user can specify the milestone level (1 - 99) that is displayed.
If a milestone has been reached, its message displays; otherwise, only the name
of the milestone displays. In addition, if the
user preferences for email notification specify Tracker Notification for milestone
reached, an email message will be sent to the tracker when a milestone is reached.