Standard Milestone Names

LLee

I am creating a project template for my department to use for all projects.  I have created drop menus to limit certain column entries to a controlled list of choices.  I would like to do something similar to control how the user names a milestone.  Is there a way to have a list of standard milestone names for the user to select when he/she creates and names a milestone?

Andrée Starå

Hi,

Unfortunately, as far as I know, it's not possible at the moment to control the names of the milestones, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

Andree is correct. You cannot force a naming convention. But...

 

You could set up a hidden checkbox column. In that column you can write a formula to check if specific criteria is met. If it is met, the box checks. If it is NOT met, the box remains unchecked and an update request gets sent to the person entering the data (assuming you are capturing "Modified by" data in a system column). In that update request you can include instructions on how to name the milestone and have them rename it.

 

Once they submit the new name, it will hit against the checkbox again to verify that it is of the correct convention. If it is, cool. If it is not, they get another email saying they need to rename using the proper steps.