Process Templates
Adding Milestones from a Template
In addition to creating individual events for a project (as you might use to schedule meetings or phone calls) you can apply a whole series of events that have been created as a template. A template might represent the plan for an entire project, or just for a portion of it. You can create as many templates as you want on the "Processes & Milestone Templates" tab of the Settings layout. More here: Milestone Templates.
Note that a milestones can also be tied to a project phase: phases are complete optional but can be useful for getting a handle on very complicated projects.
Transactional Process
Like all editing in SeedCodeComplete13. Changes to status for Contacts and Projects are done in a modal edit mode. There is an On Save script trigger on the status fields:
These scripts uses ExecuteSQL to look up the associated milestones and loads them into an array.
When the changes to the Contact or Project are complete and Save is pressed a sub-script is run called:
This script checks for the global variable created by the script trigger and asks the user if the associated milestones should be added to the project or contact.
