Setting Up the Dynamic Milestone Manager - Template Setup Steps

• Name your Template (Short name, be concise, use proper grammer and formatting)

Note: the name you choose for your template appears in the page layout and is appended to front of the phrase Milestone Manager, as shown below

• Select the Object where the template will be used. (type the first letter of your Object name to quickly navigate to your desired object)

• Define Assignment Rule Criteria to control which records the DMM gets assigned to

• Assignment Criteria - You have two options for template assignment:

• All Records – Enables all records on your object to be assigned a DMM Template. The DMM will only be created when a record is opened. Dormant records won’t be affected.

• Choose a field  – Allows you to select any fields form your selected object. This enables you to use criteria to determine which records get the template.

Best Practices:

• Avoid using fields that change frequently throughout the record’s lifecycle. (You don't want to select data where a record could qualify for your template today, then unqualify for that template tomorrow)

• Be cautious if assigning more than one template to the same object. If you do, use criteria like Record Type or other stable field to ensure that a single record doesn't qualify for multiple templates.

• Use fields that truly drive process, such as Picklists or Record Types, to control template assignment.

This ensures your milestone logic stays clean, focused, and conflict-free.

Planning Ahead = Fewer Errors

Before clicking "Create New Template", we strongly recommend:

• Mapping out your Milestone names and Key Fields first. Sketch them out or use a spreadsheet. This avoids errors during setup and saves time.

• Fetch the record type id before you start the process if you are using Record Type ID as your assignment criteria. Here is how your fetch the record type id:

  1. Go to Setup > Object Manager > [Your Object] > Record Types

  2. Click on the desired Record Type

  3. Copy the Record Type ID from the URL (the 18-character value after RecordType/)

  4. Paste this value into the template criteria field on the DMM setup screen

      

     In Lightning ExperienceClick the gear icon.

1. Click Setup.
2. Select the Object Manager.
3. Select the object of your choosing.
4. Select Record Types.
    
5. Select the Record Type Label name and inspect the URL to get the 18 digit ID by double clicking in the url right on the target digitsIn Lightning Experience, the URL for this page looks like this:
   

   https://na1.lightning.force.com/lightning/setup/ObjectManager/Case/RecordTypes/012300000012BYNQAG/view?0.source=alohaHeader

6. Paste the RecordType id to the Criteria field