Hello,
I have moved this question to our customization forum as our customization experts will be able to assist with this.
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Validate Certain project fields completed prior to closure
I would like to create a validation rule to ensure prior to closing a project that at least one of the project milestones has a custom field flag set to true and for that same milestone some various custom text fields are not empty. I cannot quite figure out how to jump thru each milestone and test for this condition and to return at least one is true. Help would be appreciated
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Hello,
You will need to run the Validation Rule at either work item (specifying Milestone type). The criteria needs to be based on how the users close the Project. For example Mark as Closed. In any case, you will likely need to set criteria to be based on IsChanged($State) && $State='Completed'. Also, you will need to specify the Milestone toggle (TRUE) and custom field criteria so that it matches and if custom fields are blank or null, run the Validation rule. This syntax would be similar to IsNull($C_CustomFieldName)
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