WorkFlow: If a field on Milestones are all set to true, Update the same field for the Project level

Hello Gina,

Your Workflow Rule seems to be correct at first glance. Are there any tasks directly under the project?

However, I came up with a more concise way of doing this:

1) Evaluation criteria: IsChanged($C_Billed) || IsTriggeredBy("New")

2) Action 1: New Variable of type Toggle set to TRUE (let's name it AllMilestonesAreOn)

3) Action 2: Update Variable AllMilestonesAreOn

Run on: $ParentProject.Children

Filter: TargetObject.EntityType = 'Milestone' && TargetObject.C_Billed = FALSE

Value = FALSE

4) Action 3: Update Field $ParentProject.C_Billed = AllMilestonesAreOn

How does it work?

1) Runs whenever $C_Billed is updated on a milestone OR when a milestone is created.

2) Defines AllMilestonesAreOn as TRUE (just in case all of them have $C_Billed turned on).

3) Checks if there are any milestones with $C_Billed turned off and updates AllMilestonesAreOn to FALSE in such case.

4) Updates the $C_Billed field on the parent project with the calculated value of AllMilestonesAreOn.

Video: https://www.screencast.com/t/mJWTYayV 

Please let me know if this helps.

Your screencast link says: "We're sorry! We were unable to locate the requested page."

I tried what you have... It doesn't work (I may have done something wrong)...I put it on the Milestone- is that ok?

Hello Gina,

Sorry about the broken link, this seems to happen to me when I put a space after the link. Try this one: https://www.screencast.com/t/mJWTYayV

Yes, you should've created it on milestone entity. The problem, however, is with the second action - your filter is not set, but should be set to TargetObject.EntityType = 'Milestone' && TargetObject.C_Billed = FALSE 

The value should be set to FALSE.

Please let me know if this works.

Ok... I didn't understand the filter thing ... I thought you just had an extra floating false :)

I changed Action 2 to be the following, and it still doesn't update for me.  Could it be because I have sub-tasks?  I set those as well- but, still didn't change for me.  I saw your screen video of it working for you.

https://app.box.com/s/y6a7a7fp9rvycf4ag6wh37zvro3nvi0x

Maybe that's a stupid question, but are you sure the Workflow rule is enabled? I had the situation where a workflow switched back to disabled when I was working on it.

Maybe that's just that, or you could post a screenshot of your project structure.

Here, the milestones should be directly under the project (because $Children are direct children only). So, 2 possible reasons for your workflow not to update.

Also, to know if the workflow launch or not, you can add a "Notify" action at the end. You'll get a pop-up when the workflow runs (on every page opened in Clarizen, if you use multiple windows or tab in your browser).

I actually meant to say - it is definitely enabled.

I added a notify, and it runs when I turn one on or off... it just doesn't set the toggle.

Here is a snapshot of the project:

For Action #3 - What should it be Run On?  I had CurrentOjbect - that I just changed to  $ParentProject.C_Billed

Value=

$ParentProject.C_Billed = AllMilestonesAreOn

But, it still doesn't work.

Action 3 should be "Update Field" (so, no "Runs On", just the field).

The field to change should be $ParentProject.C_Billed

Value should be AllMilestonesAreOn

That was it!!  Thank you!!