MilestoneQueryAction

Query and monitor the status of milestones and tasks associated with milestones. Use it to get an immediate overview of project health and make informed decisions, such as adjusting hours or consulting stakeholders. Get the current status of project milestones and tasks directly linked to the milestones. Review completed hours and drill down into linked timecards to calculate the total actual hours worked. Determine if a milestone is on track or has exceeded its planned hours for better management of timelines and resources. Quickly locate tasks with an incomplete status and highlight tasks with an end date beyond the milestone�s target date. Supports partial project name matching. If only one project matches, the system uses that project; if multiple projects match, the system presents them for your selection; and if no projects match, the system returns an error.

Property	Value
Label	Query Milestones for Specified Projects.
Category	—
Since	Winter 2026
Read-only	Yes
Supports Agents	Yes
Supports Flows	No
Async Action	No
Keywords	project health, milestone tracking, on track, overdue, timecards by milestone

Request Parameters

Field	Type	Label	Description	Required
`includeProjectTasks`	`Boolean`	Include Project Tasks by Milestones?	Indicator for querying project tasks associated with the milestones including completed ones.	No
`showOnlyBillable`	`Boolean`	Show only Billable Milestones	Display only the billable milestones.	No
`showOnlyNonBillable`	`Boolean`	Show only Non-Billable Milestones	Display only the non-billable milestones.	No
`includeHours`	`Boolean`	Query Total Actual Hours for Timecards by Milestone?	Deprecated. This variable is no longer used and does not have any effect on the query results.	No
`showOnlyConcerningProjectTasks`	`Boolean`	Show Only Concerning Project Tasks by Milestones?	Indicator for querying project tasks associated with the milestones and return only the blocking project tasks that are not completed or need further attention.	No
`includeStatusAnalysis`	`Boolean`	Include Status Analysis?	Indicates to analyze the status of the milestones and flag any discrepancies.	No
`milestoneIds`	`List<Id>`	Milestone IDs	List of milestones to process through the milestone smart action, regardless of the project.	No
`showOnlyConcerningMilestones`	`Boolean`	Show Only Concerning Milestones?	Filters only concerning milestones, such as those that are overdue or off track. When true, it removes non-concerning milestones from the results.	No
`maxMilestonesToShow`	`Integer`	Maximum Number of Milestones to Return	The maximum number of milestones to return in the response.	No
`projectId`	`Id`	Project ID	The project ID from which to retrieve milestones for action processing.	No
`projectName`	`String`	Project Name	The project name from which to retrieve milestones for action processing.	No
`includeMilestonesTracking`	`Boolean`	Determine if the Milestone is on track?	Determines if the actual hours differ from the planned hours by more than 5% and flags the milestone if it is not on schedule.	No
`periodEndDate`	`Date`	Milestone Period End Date	End date of the period used to check whether a milestone is starting or ending within it.	No
`periodStartDate`	`Date`	Milestone Period Start Date	Start date of the period used to check whether a milestone is starting or ending within it.	No

Response Parameters

Field	Type	Label	Description	Required
`isResponseTruncated`	`Boolean`	Records Truncated Due to Limit	True if the number of records returned exceeds the maximum query limit. This indicates the result was truncated, and not all data is included.	No
`matchingProjects`	`List<Proj__c>`	Matching Projects	A list of projects that matches the partial project name.	No
`milestones`	`List<Milestone__c>`	Milestones	The list of milestone records that matches the search criteria.	No
`milestoneResponses`	`List<MilestoneActionMilestoneResponse>`	Milestone Responses	A list of Milestone IDs, their total approved hours on timecards, and the milestone status analysis.	No
`projectTaskResponses`	`List<MilestoneActionProjectTaskResponse>`	Project Task Responses	A list of Project Task Responses. Each response contains the Project Task ID, Milestone ID, and flags indicating if the task is blocking or needs attention.	No
`periodEndDate`	`Date`	The end date of the period	The period end date from the request determines whether milestones start or end within it.	No
`periodStartDate`	`Date`	The start date of the period	The period start date from the request determines whether milestones start or end within it.	No
`sumOfTotalHours`	`Double`	Sum of Total Hours	The total number of actual hours from the approved timecards.	No
`recordDataCounts`	`List<SmartActionRecordDataCount>`	Record Data Counts	A list of record data count objects that show the original and returned record counts for each record type.	No