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Overview

Partner Milestone Template Admin is where you build the milestone templates that structure partner progress. A template is an ordered set of milestones; you can create and edit it, reorder its entries, activate it, deprecate it when it is no longer needed, and optionally scope it to a specific partner type. You manage templates from the CE partner surfaces at /ce/contacts.

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Prerequisites

  • Your organization must have the Community Engagement module enabled (contact your admin if unsure).
  • You need access to the CE partner surfaces (ce.contacts.view) plus partner-administration permissions — see the admin guide.

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What you can do

  • Create, edit, reorder, activate, and deprecate milestone templates.
  • Optionally scope a template to a partner type.
  • Keep historical partner records readable after a template is deprecated.

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Common workflows

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Create and order a milestone template

1

Open the milestone templates surface

Go to /ce/contacts and open the milestone templates configuration.
2

Create the template

Add a new milestone template and its milestone entries.
3

Set the order

Reorder the entries so they run in the sequence partners should follow. The order you set is saved as the template’s display_order.
4

Activate the template

Mark the template active. It becomes available for selection in partner workflows, with its order and active state persisted.

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Scope a template to a partner type

1

Open the template

Edit the milestone template you want to limit.
2

Assign a partner type

Set an optional partner-type scope on the template.
3

Save

The partner-type constraint is saved and enforced when templates are selected for partner workflows. Templates left without a partner-type scope remain available for all partners.

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Deprecate a template

1

Open the template

Edit the template you no longer want offered.
2

Deprecate it

Mark the template deprecated. It is removed from new partner-workflow selection paths.
3

Confirm history is intact

Partners that already reference the template keep their records — deprecated templates remain readable on existing partner history.

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Troubleshooting

  • The feature isn’t available. Confirm your organization has CE enabled and you have the required permissions.
  • A deprecated template still appears on a partner. That’s expected — deprecation hides a template from new selections only; existing partner history is preserved.
  • Admin guide
  • Source spec: specs/ce/specs/CE-06-EN-01-partner-milestone-template-admin.md