Adding Key Fields - "Expected Value"

Expected Value" Matching (Existing Functionality)

Overview:
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:

1. Select a Key Field – Users choose any field type (Picklist, Text, Number, Currency, Percent, etc.).
2. Define an Expected Value – The user enters the specific value that marks this field as complete.
3. 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 (❌).
4. If No Expected Value Is Set:
   • The field is considered Completed as long as it is not blank (any value counts).

Example Scenarios:

Current Limitations:

• Only supports exact matches. No way to define multiple acceptable values.
• No support for greater/less than comparisons for numeric fields.

Need to match multiple acceptable values? Here's a workaround:

Workaround for Multiple Acceptable Values

Create a formula checkbox field that returns True when any of your valid values are selected. Then use that formula field as your milestone key field. Questions? Contact support — we’ve got you. In the mean time, here are a few examples of how to implement using "multiple "expected values" on one milestone key field. 

• Text Field Example
  Returns TRUE if the text field contains one of these colors: Red, White, Blue, Brown, or Gray

CASE(TEXT(Color__c), 

  "Red", TRUE,

  "White", TRUE,

  "Blue", TRUE,

  "Brown", TRUE,

  "Gray", TRUE,

  FALSE

)

• Number Field Example
  Returns TRUE if the number field value is 7, 8, 9, or 10

OR(

  Number_Field__c = 7,

  Number_Field__c = 8,

  Number_Field__c = 9,

  Number_Field__c = 10

)

• Percent Field Example
  Returns TRUE if the percentage is greater than 75%

Percent_Field__c > 0.75

Picklist Field Example
Returns TRUE if the picklist value is Oregon, Washington, Idaho, or Montana

CASE(TEXT(State__c), 

  "Oregon", TRUE,

  "Washington", TRUE,

  "Idaho", TRUE,

  "Montana", TRUE,

  FALSE

)

• Multi-Select Picklist Example
  Returns TRUE if any of these states are selected: Oregon, Washington, Idaho, Montana

OR(

  INCLUDES(Multi_State__c, "Oregon"),

  INCLUDES(Multi_State__c, "Washington"),

  INCLUDES(Multi_State__c, "Idaho"),

  INCLUDES(Multi_State__c, "Montana")

)

Important Reminder

Avoid using the following field types when adding your Key Fields:

• Text Area

•  Text Area (Long) 

• Text Area (Rich) 

• Text (Encrypted)

• Address (it's ok to use Street, City, State, Zip, but not the field that bundles all of these together)