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Surajde
Helper III
Helper III

moving Milestone to next milestone based on milestone status

Hi all, 

 

I need your help to move Milestone to next milestone based on milestone status. 

for that I've used blank horizontal gallery. 

 

Milestones for all 4 Areas are same. however Project A,B,C & D will move forward only upon completion of the milestone. 

But each project will have its own set of same milestones to reach. 

Project A Project B

Project C

Project D

 
Milestone 1Milestone 2Milestone 3Milestone 4Milestone 5
     

 

in above scenario Projects moved forward based on completion of the milestone. 

there are many status of the milestone i.e. "In-progress", "Blocked", "Complete", "Not Yet started"

 

please help with formula that can help move project forward once it is in Complete status. 

5 REPLIES 5
Kirkby
Super User
Super User

Hi @Surajde  

Since each person has their own preferred way, the implementation methods are expected to vary.

My approach is to use a simple data structure as follows.

 

 

confidential__11.png

The below code is placed within a button 'Populate' in this example. 

Data will be retrieved from your repository and collected to a collection in real situations. The list of milestones(ColMilestoneList) or status(ColPrjoectMilestonesStatus) does not have to be collected if the data structure is simple.  

confidential__111.png

 

confidential__15.png

 

Concept for setting status.  4 check boxes for status were used to help understanding.

Milestone is ready to  go next when its status is complete. (Other features like current status is reflected to check box have not been added yet).  Properties of Visible 

 

confidential_ 46 (4).png

Concept: Milestone and its status are updated when the checkbox is clicked.

(If you define the first status next to the previous status 'complete' in advance, a user does not have to select a status among 4 check boxes.)

 

The above gallery that shows status by each project is rendered again. 

confidential_ 462.png

Updating the status and milestone of the selected project

(There is a step required to save the updated status value in the Gallery when a user changes a status, but that step has not been implemented)

 

I hope it helps.

(If you found my answer helpful, I'd appreciate it if you could mark it as 'Accept as solution' or give it a thumbs up.)

Surajde
Helper III
Helper III

@Kirkby  this idea is good. But in our condition., Milestone should be automatically moved to next milestone previous milestone is completed. 

Surajde
Helper III
Helper III

@Kirkby 

Can you please use below table data and help set this like image shown in the bottom here? 

Key_ACCOUNTSKey_Area_StatusMILESTONE_NAMEMilestone_RankDUE_DTSTATUS
Project AImplementationIdentification of scenarios17/26/2023Complete
Project AImplementationData Categorization28/9/2023Complete
Project AImplementationData Training38/21/2023Complete
Project AImplementationTesting 49/21/2023Complete
Project AImplementationSynch up59/25/2023Complete
Project AImplementationDeployment610/10/2023Complete
Project BImplementationIdentification of scenarios17/26/2023Complete
Project BImplementationData Categorization28/9/2023Complete
Project BImplementationData Training38/21/2023Complete
Project BImplementationTesting 49/21/2023Complete
Project BImplementationSynch up59/21/2023In Progress
Project CImplementationIdentification of scenarios17/26/2023Complete
Project CImplementationData Categorization28/9/2023Complete
Project CImplementationData Training39/21/2023In Progress
Project CImplementationTesting 49/22/2023In Progress
Project CImplementationDeployment610/5/2023In Progress
Project CImplementationSynch up59/25/2023In Progress
Project DImplementationIdentification of scenarios17/25/2023Complete
Project DImplementationData Categorization28/9/2023Blocked
Project DImplementationData Training38/21/2023Blocked
Project EImplementationIdentification of scenarios17/26/2023Complete
Project EImplementationData Categorization28/9/2023Complete
Project EImplementationData Training38/21/2023In Progress

 

milestone summary:

Surajde_3-1700380721376.png

 

 

 

 

Surajde
Helper III
Helper III

@Kirkby @Reza 

 

Can you help? 

@Kirkby @Reza Please resolve this. Need this one high priority. 

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