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My ideas: Automations

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Make Goal status accessible from Automations

What is the challenge? There is no way to automatically transition a Goal's status based on its progress. We can do this for Initiatives based on their % complete being > 0 or 100, but the Goal's status is not accessible What is the impac...
Mike Unum about 2 months ago in Automations 1 Shipped

Automation for epic delivery risks

What is the challenge? Automation currently supports delivery risks for features, though epics delivery risks are not available in automations. What is the impact? Unable to create automation that involve epic delivery risks Conditions Trigger Act...
Diane Metzger 7 months ago in Automations 2 Shipped

Distinguish parking lots in automations

Release dates are hidden from the UI on parking lot categories. Automations based on those release dates, however, access these hidden dates and act on them. This means that some automation rules will behave in seemingly erratic because they take ...
Becky Amirault 12 months ago in Automations 4 Shipped

Automation to add an epic's strategy fields to release when an epic is moved to a release

What is the challenge? I want my release's strategy fields to roll-up from epics within that release. When an epic is added to a release, I want the release to automatically add the epic's goals and initiatives to the release. What is the impact? ...
Nathaniel Collum about 1 year ago in Automations 0 Shipped

Automation rule to update already integrated records

Currently, automation rules provide the ability to send an Aha! record through an integration based on the record being updated in a specific way. We would like for the ability to push updates to already integrated records in the same way. This is...
Hank Liu about 1 year ago in Automations 0 Shipped

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly over 1 year ago in Automations 4 Shipped

Create automations based on estimate fields

What is the challenge? I cannot create an automation when an estimate field is updated. I have a tag that lets my dev lead know when a feature needs an initial estimate. When the initial estimate on a feature is updated, I'd like to remove the tag...
Chrissi McNamara over 1 year ago in Automations 0 Shipped

Fully support progress field in automations

What is the challenge? A record's "progress" field is a great way to communicate a record's true status. It gives our cross-functional stakeholders a sense of how much work has been completed and remains. What is the impact? Help to better communi...
Nathaniel Collum over 1 year ago in Automations 0 Shipped

Enable to use Created By in Automation for Ideas

Who would benefit? Administrators who are working on automations based on status. What impact would it make? It will help in automating assigned to whenever Ideas needs more information from creator. How should it work? An idea is submitted. Its a...
Shiv Shankar Vedharajan almost 2 years ago in Automations 2 Shipped

Allow start and due dates to be set to a specific date in automation rule actions

It appears that right now, the actions available in automation rules when updating a date field (Start and due dates in particular) are all relative to the current date (e.g. set to 1 month from the current date, set to 1 week from the current dat...
Gene Lewin over 2 years ago in Automations 6 Shipped