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.

What is the challenge? Cannot test new automation on the workspace template due to large number of potential records impacted. What is the impact? Must manually recreate any automation rules tested in a non-Prod workspace. Describe you...

What is the challenge? In the Automation page, the following columns are present: Rule name, Record type, Enabled, Workspace template, Created by. Please add the number of runs the automation has performed so far. Plus if you list error/warning/...

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/...

What is the challenge? I have to manually assign (move) hundreds of features to their correct release. What is the impact? Labor intensive Describe your idea Be able to automate the assignment of a Feature to a Release based on the F...

What is the challenge? Currently, custom fields on advanced custom layouts aren't available on workspace or product line automation rules. Only custom fields from workspace layouts are available in automation rules What is the impact? Cann...

What is the challenge? In order to track Release Checklists in Aha as to-dos by cross-functional team members needs automations to decrease amount of updates and auto assign appropriate owners. What is the impact? Cross-functional team mem...

What is the challenge? There is no mechanism to clear values or set a custom text field to be blank in an automation rule What is the impact? Users are not able to set these fields as blank in an automation rule Describe your idea Pr...

What is the challenge? When dates (ex: Release dates) change, it has a cascading impact to other functions. Allowing automation to update custom fields would help manage the impact. What is the impact? Without the automation, users are ask...

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...