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Automation for document Collections

What is the challenge? Updating the Collections on a document is currently a manual process and is not available in automations. What is the impact? Being able to set the Collections via an automation would help streamline the process so it's not ...
Stephanie Redl 17 days ago in Automations Shipped

Ability to disable remote MCP server access

What is the challenge? Enterprise organizations with AI governance policies require all MCP server connections to go through an internal security review before production use. Aha! software currently has no way to disable the MCP server at the acc...
Nathaniel Collum about 1 month ago in Elle (AI assistant) Shipped

Create a generic link to manage idea portal user profile

What is the challenge? As an idea portal user, it's not always obvious that you can edit your profile and weekly subscription settings. Navigating to that profile requires a few steps. What is the impact? As an Aha! user we want our portal users ...
Jeanette Resnikoff about 1 month ago in User management Shipped

Support boolean - true/false checkbox fields in ongoing Salesforce imports

What is the challenge? Ongoing Salesforce imports do not properly support boolean (true/false) checkbox fields. What is the impact? Customers would need to monitor and manually import based on the field. Describe your idea. Support boolean (true...
Kristina Gass about 2 months ago in Salesforce Shipped

Cannot bulk activate scorecard metrics for multiple scorecards (E+ feature)

What is the challenge? Currently, multiple scorecards can be enabled for each record within a workspace When a scorecard is added, the product value (total score for the scorecard) is not retrospectively calculated if it includes an automated ...
Terence Osmeña about 2 months ago in Features Shipped

Smartsheet integration - allow sheets nested under folders

What is the challenge? The Smartsheets integration can only fetch sheets that are at the top level of a workspace. It cannot fetch sheets that are nested under folders. What is the impact? Customers cannot organize sheets into folders as they wan...
Jeremy Stuckey about 2 months ago in Integrations Shipped

Limit idea contact creation in proxy voting

What is the challenge? Today you can restrict organization creation for proxy voting so your team can only select from pre-defined organizations. However, you can still create new contacts associated with the organization. Many teams have custom f...
Jeanette Resnikoff about 2 months ago in Voting Shipped

Auto-switch to Prototype agent when pasting a prototype into a new Elle chat

What is the challenge? When starting a new Elle chat, the default agent is selected. If you paste in an Elle prototype, the agent context does not match the content. You have to manually switch to the Prototype agent after pasting. What is the imp...
Nathaniel Collum about 2 months ago in Elle (AI assistant) Shipped

Enhance the new total row and column functionality for pivot reports

What is the challenge? While using the new capability to add/exclude row or column totals in pivot tables, if I skip a row total, the system is taking the last field in my pivot cells and changing the color to light gray. What is the impact? This...
Guest about 2 months ago in Reports Shipped

Make contact email optional for feedback automation rules

What is the challenge? Today, the new automation-based feedback collector requires that the contact email is passed through the webhook. Without this, feedback will not be created. What is the impact? For teams aggregating feedback for multiple...
Maria Plotkina about 2 months ago in Ideas Shipped