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Automations

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Update an existing Release with information from a Template without impacting progress

What is the challenge? Need to update existing releases with language that was refreshed in a Template. What is the impact? We use 10 different Templates and have about 100 Releases in progress, which makes the copy-paste troublesome. ...
Diana Kuepper about 1 month ago in Automations 1 Future consideration

Automation Trigger Condition and/or Logic

What is the challenge? In it's current state triggers for automations if you want to add multiple conditions only support "and", you can't do multiple "or" triggers. What is the impact? This requires you to make one automation to every one...
Erik Baerresen 18 days ago in Automations 0 Future consideration

Automation support to sync promoted record's release to custom release field on source idea

What is the challenge? Currently, it's not possible to create an automation rule that syncs a promoted record's release name to a custom release field on the source idea. While it is now possible to sync to a custom text field, the custom relea...
Ben Hollier 23 days ago in Automations 0 Likely to implement

Add support for aggregate logic in automations (e.g., parent status based on all child record statuses)

What is the challenge? Aha! currently supports automations that trigger when a single child record changes state (e.g., “If an epic becomes At Risk → mark the parent initiative At Risk”). However, Aha! cannot support the inverse logic — resettin...
Guest about 1 month ago in Automations 0 Future consideration

Ability to set idea themes via automation

What is the challenge? Automation workflow does not currently have the option to update theme based on idea criteria What is the impact? Cannot automate setting of theme based on an idea category Can only be manually set Describe your ...
Suzanne Pritchard 8 days ago in Automations 0 Future consideration

Support "same as" automations for text fields

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same text fields across records. What is the impact? We often plan our work b...
Terence Osmeña 7 months ago in Automations 0 Future consideration

Enhance Aha! Automation with Bulk Management, Advanced Logic & Account-Level Controls

What is the challenge? We would like improvements to Aha! automation to make it more scalable and efficient across workspaces. 1. Bulk Automation Management Allow bulk select and move/copy of automation rules across workspaces to reduce manual ...
Prachi D 11 days ago in Automations 0 Future consideration

Add Automation Trigger: "Is not blank"

What is the challenge? There are actions that need to be taken when a date field is populated (regardless of the date selected.) The trigger can only be 'is blank' or 'is exactly, later than, earlier than, anything'[select date] What is the ...
Guest 3 months ago in Automations 0 Future consideration

Allow setting "Same as" for number fields via automations

We have "Same as" functionality for certain field types now available for automations. It would be helpful to see the same ability extended for number fields, so related/promoted records can be populated with these when they are created or updated.
Maria Plotkina 4 months ago in Automations 0 Future consideration

Automations - Create to-do on related record

What is the challenge? When adopting custom tables in Aha! we are able to create automations but are unable to create to-dos as an Action. This is likely due to the decision to not include to-dos on custom tables. https://big.ideas.aha.io/ideas/...
Michael Bruner 6 months ago in Automations 0 Future consideration