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Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter 20 days ago in Account settings 0 Planning to implement

Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...
Hank Liu 6 months ago in Account settings 0 Future consideration

User management: filter for date user was created

What is the challenge? To comply with company policy, user accounts created more than 90 days ago, and never used, need to be disabled. What is the impact? Non-compliance with company policy Describe your idea Add a filter to the Settings > Acc...
Dale Potter 20 days ago in Account settings 0 Future consideration

Sort the list of release templates to appear in alphabetical order or set manually

What is the challenge? Large lists of release templates can be difficult to manage and sort. Not having a set list and being able to sort the order alphabetically or manually increases the time it takes to find a release template. This is also the...
Terence Osmeña 5 months ago in Account settings 0 Future consideration

Support worksheet custom fields in automated scorecard metrics when an idea is promoted

What is the challenge? I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple reco...
Terence Osmeña 24 days ago in Account settings 0 Future consideration

Delivery Risks - Ability to Inherent to Child Workspace

What is the challenge? If one product line (parent workspace) wants to implement Delivery Risks, we would need to individually go through the settings on each child workspace to configure. What is the impact? It is very time consuming for large pr...
Manny Pannu 4 months ago in Account settings 2 Future consideration

User permissions: prevent users from deleting records

We occasionally have situations where data is deleted and then we realize it needs to be recovered. If we notice this within 7 days we can restore the records from the recycle bin, but we would prefer to disable the ability to delete records for s...
Dale Potter almost 2 years ago in Account settings 3 Future consideration

Support integration actions within workspace template automations

What is the challenge? Currently, integration actions from automation rules can only be created for workspace-level automations. These automations can only be copied but cannot be applied to a workspace template. Currently, workspace templates are...
Terence Osmeña about 2 months ago in Account settings 0 Future consideration

Improve user experience of Idea Category type custom field

We promote Ideas to Epics and automatically populate the Idea Categories field into an Epic field, which calls from the idea categories of our product line. When we try to modify or add categories using the Epic field, we are encountering some iss...
Tanya Lin 14 days ago in Account settings 0 Future consideration

Surface error details when importing users via CSV

What is the challenge? If certain entries in a user import CSV are invalid, Aha! does not process those as part of the import and shows an "Alert" with the failures. It does not identify which line(s) or record(s) in the CSV have the error. What i...
Maria Plotkina 27 days ago in Account settings 0 Future consideration