Notification for Major milestone completion

pranjalsrvs
Tera Contributor

Monday

Hi community,

I've a requirement to create notification in Project Management when the major milestone is completed or we can say due date of the project is about to reach and projects is still in open state, but don't know how to implement this requirement. 

If anyone have any idea just let me know

 

Regards

Pranjal Srivastava 

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Itallo Brandão
Mega Guru

Monday

Hi Pranjal,

Since you have two distinct triggers (one immediate, one time-based), you should implement this in two parts.


Here is the approach for each:

1. Major Milestone Completion (Real-time) For this, a standard Notification is the simplest and most effective way.

  • Table: Project Task [pm_project_task]

  • Trigger: Record Updated

  • Conditions:

    • Milestone is true

    • Key milestone is true (This usually defines a "Major" milestone in SPM)

    • State changes to Closed Complete

  • Recipient: Project Manager (via dot-walking parent.project_manager) or Assigned to.

2. Project Due Date Approaching (Time-based) For alerts like "3 days before due date", you cannot use a standard Notification trigger effectively. The modern best practice is to use Flow Designer.

  • Flow Trigger: Schedule (Daily)

  • Action 1 - Look Up Records:

    • Table: Project [pm_project]

    • Conditions: Active is true AND Planned end date is relative on 3 days from now (or your desired timeframe).

  • Action 2 - For Each Item: Loop through the records found in step 1.

  • Action 3 - Send Email: Within the loop, trigger an email to the Project Manager of that specific project record.

This ensures you catch projects that are still open but approaching the deadline without performance impact.


Hope this helps!