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Trigger an action based on change in % complete of a Milestone

Hi,

I have validation rule- when a milestone state is changed to Completed and the milestone is not approved (a custom field that captures approvals by the VP) there is a validation errors. It works when the PM updates the milestone % complete to 100% or change the state to Competed but not when the milestone 'inherits' the % complete from the tasks within the milestone. (when all milestone tasks are completed Clarizen change the % complete of the milestone to 100% and sate to Completed).

Is there a way to identify this milestone 'inherit' state change and trigger the validation rule .

 

Thanks,

Matti

 

Matti Herzberg Answered

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Did you set the validation rule to look at the % complete? Perhaps the state would work (state=completed)?

Guy 0 votes
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Guy,

Thanks.

 

I tried the rule : IsChanged($PercentCompleted) && $PercentCompleted= 100 as well as IsChanged($State) && $State='Completed' . Both do not not work where the MS 'inherit' the % complete.

Matti

Matti Herzberg 0 votes
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Hi Matti,

The easiest way to accomplish this would be to create a validation rule on the last task within the milestone  - in addition to the validation you already have in the system. This way we can make sure the last task won't be closed before you get all approvals and therefore the milestone won't be completed.

Hope this makes sense.

Please let me know if you have any further questions.

Bea

Bea Genthner 0 votes
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Bea,

 

Thanks, make sense.

Is there a function to identify the last task within the milestone.

 

Matti

Matti Herzberg 0 votes
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