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Automations

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Global Automation Rules

What is the challenge? Set up automation rules for more than one workspace What is the impact? An easier way to setup automation rules in multiple workspace (without the need to copy the rules) Describe your idea Currently if we want to use the sa...
Edgar Holguin 11 months ago in Automations 0 Already exists

Add Ideas automation so that it allows to change Ideas status once Ideas is promoted

What is the challenge? Once Ideas is promoted or it's promoted Epic/Feature status is changed then Product team has to change the Ideas status manually to a specific value What is the impact? Manual intervention Describe your idea Adding an automa...
Ankush Kumar over 1 year ago in Automations 0 Already exists

In automation rules, evaluate the fields on the triggering object (feature, idea etc.) to set conditional actions

When creating automation rules, we need to know what field value is on the idea that is being created before doing an assign-to action. Right now I can only define an assignment to on ANY idea, which I can already do with default assignees. Give t...
Christopher L over 5 years ago in Automations 0 Already exists

Dynamic automation rule to email an assigned user of new to-do

Love that you have an automation rule set to create to-do's once an idea is assigned to a user without creating multiple automation rules for multiple assignees Could we go one step further once the to-do is assigned to a user. To be able to trigg...
Victoria Morrella over 4 years ago in Automations 1 Already exists

Trigger Idea Automation Rule based on Idea Category

If someone submits an idea using a specific category I want to be able to configure an automation rule to trigger based on that category. For example: I want a to-do automatically sent to Joe for Ideas submitted with category A. I want a to-do aut...
Joe Galanti over 5 years ago in Automations 1 Already exists

Automation Rules for Features or Epics

It would be awesome to be able to add automation rules for Features or Epics. For example, if a Feature state is set to At Risk, then the related Epic & Initiative can be set to At Risk. Or, when the first feature related to an Epic or Initiat...
Guest almost 3 years ago in Automations 0 Already exists

Bulk import Automations

My team makes extensive use of Aha's workspaces, we have 20+. Each team has its own workspace, even though they all share the same process. My admin team has set up numerous automation rules (thank you for that!) in one workspace. Now, we would li...
Guest almost 3 years ago in Automations 1 Already exists