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Milestone Rules

Related products:None
  • May 14, 2020
  • 1 reply
  • 36 views

Team,

We have an use case from one our client they are creating an milestone type of activities via Rules. They are trying to create an milestone activity when there is change in the Stage/Staus change in the Company object. Currently, they are running the daily basis, If there are multiple updates on the same day then it will fetch the latest update in the Rule fetch and it will create a milestone based on the latest change only. But we are missing few updates (if there are muliple updates on source field) from the source to create an activity milestone. Is there any way we can fetch all filed value updates in the rule fetch

1 reply

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  • Contributor ⭐️⭐️⭐️⭐️
  • 25 replies
  • July 24, 2023

Hello, Adding another use case for this need: we are going to post a milestone when a customer goal has been achieved, so if we would need each item to post as a separate milestone, not just the last one on that day. This will also be a driver for us to roll out the new Customer Journey widget.


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