Posting An Update of a Projects Milestone Dates (In Order of Planned Completion) | Community
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Eric_D_Miller
Level 5
March 7, 2025
Solved

Posting An Update of a Projects Milestone Dates (In Order of Planned Completion)

  • March 7, 2025
  • 1 reply
  • 844 views

Hello,

 

I am building a scenario that when a project is made active it will post an update on said project of the project's Milestone schedule.

 

So far my trigger works fine and I can pull a collection of tasks, filtering down for only Milestones. Where I am caught is how to take those bundles of Milestones and format it (in a variable?) such that it sorts the planned completion dates of all the Milestones.

 

Any guidance would be greatly appreciated, thank you!

Best answer by Sven-iX

Hi @eric_d_miller 

You now have a "list of all of the Milestones in ascending order" - right? Like, the data and order are correct?
What to do next depends on what you're doing with the data. 
Do you want a chunk of text that shows name-date in asc order? 

What is happening to the data next? 

 

Going back to your original post, it sounds like you want a blob so you can create an update on the project.

In that case I'd use an iterator followed by a text aggregator.

 

The iterator takes the array "milestone list" as input, and in the text aggregator: 

  • check advanced options
  • select "new line" as row separator
  • in the bottom text field select the name and data from the iterator
  • slap a formatDate around the {date} value : formatDate( {date}; MM/DD)

 

 

1 reply

Sven-iX
Community Advisor
Community Advisor
March 7, 2025

You can 

  • in the search for tasks, use CustomAPI call
  • under query string add milestoneID_Mod=notblank
  • under fields, add plannedCompletionDate

This gets you a body.data array of milestone tasks. you can then sort it sort ( X.body.data ; plannedCompletionDate )

Eric_D_Miller
Level 5
March 10, 2025

Sven,

I used the below and got the displayed output:

 

My intended output is a list of all of the Milestones in ascending order, displayed as MM/DD, but I seem to lose my data when I try to add map() or formatDate() to my variable. Is that the correct function to use in this case?

Eric_D_Miller
Level 5
March 14, 2025

Use HTML <b> tags, then use the Draft.js Module to convert the HTML to JSON, and put the JSON into the RTF field. 

I haven't used that myself but 2nd hand reporting says it works (unless you make very complicated HTML)

 

simple stuff like bolding should be fine. 


Does the RTF live in the Create Record/Update module?

This was the result I got: