Automations

What is the challenge? Creating and maintaining related links is a manual process. When a field on an epic is set or updated, the user must remember to navigate to its Related tab and manually add the corresponding link, which is time consuming an...

What is the challenge? Currently, it is not possible to clear an Epic's Initiative using automation rules. The automation rule only allows selecting a different Initiative (Screenshot 1) What is the impact? Inconsistent with Feature automation ru...

What is the challenge? There are two team members involved when we close a release and "Launch" ideas that are promoted to an epic in that release: one person that actually closes the releases and another that drafts and posts the admin responses....

What is the challenge? New conditional choice fields are not supported in automation rules. What is the impact? Unable to create rules based on choice field values. Describe your idea. Show choice field options when setting up automation rules.

What is the challenge? Currently, for project management tasks that occur on a monthly basis, there's no way to automatically create recurring tasks on a regular time internal There is a way to do this for to-dos, but we need to use a feature ...

What is the challenge? We want to exclude weekends during the automation rule calculation involving days. What is the impact? Impact on the SLA for ideas that gets submitted and actioned. Describe your idea. The scenario is when an idea gets sub...

What is the challenge? Currently, it's not possible to customize a delivery risk rule by a record's status. What is the impact? Records are flagged with delivery risks at a time in the status workflow, when those risks are not relevant. Describe...

What is the challenge? Currently, it's not possible to set custom fields on an Approval, when one is created via an automation rule. What is the impact? Important information is not visible directly on the Approval. Approvers must navigate to the...

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 ...

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 ...