US Admin Office Hours (Thursday session) - 02/9/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hello Wyatt -- 

Did a little digging and here’s the answers:

• For custom-created Automated Milestones, Boolean fields are not enabled for this feature.  However, Dropdown fields are (along with any type of Numeric/Currency field and any Lookup field).   
  • It will be a pain to change around, but I’d recommend creating a Dropdown List with just “Yes” and “No” options and then create a “Launched” field using this dropdown rather than a Boolean.
  • When you create the new Launched field on Company, use a 1-time rule to make all “True” values on the Boolean field “Yes” for the dropdown.
  • Then you can create your Milestone.
  • IF THE BOOLEAN is already embedded in a huge stack of rules and reports and you want to get this set up more quickly, leave a rule in place to update the Dropdown Yes/No from the Boolean each night so you still get your Milestone (or if there’s a rule that is already setting the Boolean to True, just have it ALSO set the new dropdown to Yes).  Then you can swap out at your leisure.
  • Needless to say, adding an internal request to update the documentation to note that only Dropdowns, Numeric/Currency, and Lookup fields can be configured as auto-milestones.
     
• For the EBR milestone, you are exactly right - check for a new EBRs each night with Rules engine and then create the milestone.

Hope that takes care of it for you - wish there was an easier answer on the Boolean-sourced Auto Milestone, but at least there is a solution.

Have a great weekend!

Scott

Hi Scott - are the recordings from office hours made available? I want to make sure I’m following the steps to set up the scorecard just as we reviewed them. Thank you!

Hello @courtneyedes -- the full recordings are not made available as the attendees are occasionally sharing screens/configurations that will show some customer data, etc. and we want admins to be comfortable with working through config issues during the sessions.

I am able to share snips of the recording for “your” part of the discussion when requested, but am having some issues with the application where we store and can share selected clips, so it may be another day or 2 before I can get that to you.  Apologies for the delay!