Expected Value field is used to define a single expected value that must match exactly for the key field to be accepted as completed.
How It Works:
- Select a Key Field – Users choose any field type (Picklist, Text, Number, Currency, Percent, etc.).
- Define an Expected Value – The user enters the specific value that marks this field as complete.
- Completion Check:
- If the Key Field’s value matches the Expected Value exactly, the key field is accepted by the milestone as Completed (✅).
- If the value is anything else or null, it remains considered as Incomplete (❌).
- If No Expected Value Is Set:
- The field is considered Completed as long as it is not blank (any value counts).
Example Scenarios:
Key Field Type | Expected Value | Key Field Value | Completion Status |
---|---|---|---|
Picklist | "Qualified" | "Qualified" | ✅ (Completed) |
Picklist | "Qualified" | "New" | ❌ (Not Completed) |
Text | "Approved" | "Approved" | ✅ (Completed) |
Text | "Approved" | "Pending" | ❌ (Not Completed) |
Number | "100" | "100" | ✅ (Completed) |
Number | "100" | "90" | ❌ (Not Completed) |
Current Limitations:
- Only supports exact matches. No way to define multiple acceptable values.
- No support for greater/less than comparisons for numeric fields.
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