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 an Activity 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.
For a workflow participant using Workplace or Workplace XT: 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.
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 from Workplace or Workplace XT: 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 e-mail notification specify Originator Notification for milestone reached, an e-mail message will be sent to the user who launched the workflow when a level 1 milestone is reached.
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 e-mail notification specify Tracker Notification for milestone reached, an e-mail message will be sent to the tracker when a milestone is reached.