Milestone Rules - Note Formatting
Currently, if you create a milestone from a rule, it just puts everything into a large text block. It would be great if you could do formatting. It would also be helpful to create a timeline entry that can be something other than a “milestone” type.
For example, we have a timeline milestone created when a new Account Plan is created/ updated in SFDC. We would like the formatting to be like below so that it is easier to read, but instead everything is put into one massive paragraph.
${Updater_Full_Name} updated ${Changed_Field} for the "${Plan_Name}" on ${Update_Date}.
Account Plan Details:
Account Goals: ${Account_Goals}
This Account Will Renew If: ${This_Account_will_renew_if}
30 Day Plan: ${Thirty_Day_Plan}
90 Day Plan: ${Ninety_Day_Plan}
365 Day Plan: ${ThreeSixtyFive_Day_Plan}