The progress milestone tool box item allows you to add the ability to change the phase (status) of one of the work items you are working with within your flow. You can change the phase of the primary work item you are working with or combine this with the results from a load data time or task creation to change the phase of another work item,
Common Uses
The main use of this toolbox item is to transition the phase of the workitem that the current flow is running on. It can however be used for work items that are completely separate from the flow or have been created as part of the flow. In order to use a different work item you simply need to add the id of the work item into a variable.
Pre-requisites
Workitem Id - to use the progress milestone toolbox item you will need to have captured the workitem Id of the work item for which you need to change the variable.
Step - to use this item form the toolbox you will need to have a step on your canvas into which to drag it
Configuring progress milestone.
1. Click on the toolbox tab of your workflow canvas
2. Select the progress milestone option and drag onto the step in which you wish to place it
3. Click on the progress milestone item you have dragged onto the canvas to add in the configuration
4. Enter in the configuration for the toolbox item
| Action Name | Give the action a meaning full name e.g. Change Phase to Draft |
| Id of Work Item to be transitioned | Select the variable into which you have put the id of the work item that you want to transition |
| Expected Work Type | Indicate the expected work type that will be transitioned. Note that if your workflow may apply to multiple worktypes you can use a higher level work type e.g. matter dispute instead of matter dust disease as long as the phase plan is the same |
| Transition to Phase | Based on the type of work you have selected above the system will provide you with a list of phases that can be transitioned too. |
