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Automations

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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 7 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 about 2 months ago in Automations 0 Future consideration

Have an automation set a Release based on a Feature's End Date

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...
Julianne Dunnuck 8 days ago in Automations 1 Future consideration

Support Team and Workspace automation rules with "same as" actions for any sprint

What is the challenge? Currently, automation rules with sprints only allow you to set actions that are based on the current sprint, not any sprint. You also cannot set "same as" action rules for related records. This means if you'd like require...
Terence Osmeña about 1 month ago in Automations 2 Future consideration

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 18 days ago in Automations 1 Likely to implement

Support clearing custom text fields in automation rules

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...
Stephanie Lechner about 1 month ago in Automations 0 Future consideration

Automation: updated linked features and initiatives fields based on goal fields when linked to a goal

What is the challenge? We need to represent goal information on related initiatives and features that can then been synced with Jira integration to be available in Jira epics, etc. What is the impact? Our engineering team using Jira for execution ...
Becky Amirault 6 months ago in Automations 1 Future consideration

Support "same as" automations for choice lists

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 choice lists across records. What is the impact? We often plan our work by compon...
Nathaniel Collum about 1 year ago in Automations 1 Future consideration

Allow to-do custom fields to be included in automation rule triggers

What is the challenge? Custom layouts can be applied to to-dos and to-dos can be created from automation rules associated to records. When setting up a to-do none of the custom fields display for users to set. What is the impact? Users have to adj...
Kristina Gass 5 months ago in Automations 0 Future consideration

Allow idea automation to include submitting organization as a condition

What is the challenge? When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to no...
Alex Horan about 1 year ago in Automations 2 Future consideration