Milestone Template Creation

As part of the Squivr Timeline functionality, a Milestone Template with default Milestones can be defined for any object the Timeline component is displayed on. A single Milestone Template can be defined for the desired object or you can create a separate Milestone Template for each Record Type of the given object.

Creating a Milestone Template

1. Navigate to the Squivr app 
2. Click New Milestone Template from the Milestone Template tab
3. Enter Template Name
4. Select the Object that this Milestone Template applies to
5. Select the Record Type that this Milestone Template should be used for
   • If this Milestone Template applies to all Record Types do not specify a value here
6. Set appropriate option(s) for how this Template can be used
   • Available for Automated Selection
   • Available for Manual Selection
7. Optionally, you can also specify additional field-level criteria for when this template should be applied. See here for additional information: Milestone Template Creation Criteria

See these articles for creating Milestone Headers and Milestones

Milestone Header Creation

Milestone Creation

Note: In order for a Milestone Template to be applied to the Object specified, you need to create a Salesforce Flow or an Apex Trigger to initiate the action. See documentation here: Triggering Milestone Creation on a Salesforce Object

Example

Recurring Milestone Templates

In the case where a plan needs to recur:  you need to go to the desired template, check the box on the top left that says "Is Recurring", then select the desired "Frequency". 

For a more in-depth explanation of recurring templates, see this article:

Recurring Milestone Templates

 

Update Plan Summary Trigger Setting

Enabling this trigger will allow the Plan Summary Current End Date to be dynamically updated. With the trigger enabled: If the end date was based on a field such as Close Date and that field was updated then, the Plan Summary Current End Date will be updated to match respectively.