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Save Milestone Action

Event Function: SaveMileStone

The Save Milestone action saves a milestone version of the selected CaseView document.

Using the Events tab

Under Enter Example

Run Skip Condition

If desired, enter skip conditions for the event. When the "Run Skip Condition" is evaluated to be true, the action is not performed.

Prompt for Comment

A yes or no decision to prompt to allow the user to enter a comment for the milestone manually.

"N"

Comment

Comment to be used for the milestone. Click to use the Calculation Editor to edit the format of the auto comment.

"2003 Report - unaudited"

Notes

  • Choosing No under Prompt for Comment and defining the auto comment using the Calculation Editor saves only the current CaseView file for the milestone. Choosing Yes for Prompt for Comment gives users the option of saving all the client files or the current CaseView file in the separate comment dialog.

Syntax (if entering it in the Equation bar)

ACTION("SaveMileStone", expr1, expr2 )

Where

expr1 = entry under prompt for comment

expr2 = entry under Comment

How the example will appear in the Equation bar

ACTION("SaveMileStone", "No", "2007 Report – Unaudited")

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