I am trying to create a workflow rule that sends and email to our accounting department after a milestone has been completed. I have used the examples in the manual and from the forums, but keep getting setup errors. Basic logic below:
IF Milestone = " 2 - Tag Deployment" and is 100%, send email to...
Thanks!
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Hello Peter,
For assistance with building specific customizations, I invite you to register for one of our live Q&A webinars, accessible from our success portal, where you can ask your questions and we will show you the ropes of building a workflow rule.
Alternatively, contact your customer success manager for specific guidance.
Best Regards,
Jonathan Angel, Clarizen Customer Success
Just had another look at your post and I think the answer should be quite straightforward.
The Workflow Rule needs to run on Milestone items (All Item Types > Work Item > Milestone).
Set Run Time:
When a record is created, or when a record is edited and did not previously meet the rule criteria
Evaluation Criteria:
Run only when the following conditions are met
*If True = *
$Name = '2 - Tag Deployment' && $PercentCompleted = 100
Let me know if this works for you.
Jonathan, , Clarizen Customer Success