Using Record Types to Define Your Milestone Template Criteria

Best Practices for Assigning Criteria:

• 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.

• If you're using Record Types to define your criteria, 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

1. 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

2. Paste the RecordType id to the Criteria field

Bonus Tip

• Avoid using the following field types when adding your Key Fields:

  • Text Area

  •  Text Area (Long) 

  • Text Area (Rich) 

  • Text (Encrypted)

  • Address (it's ok to use Street, City, State, Zip, but not the field that bundles all of these together)