Automations

We need the ability to deploy and maintain automations across 30+ workspaces that are not tied to a workspace template. While these workspaces share common automation needs, they each have unique configurations and cannot inherit from a common tem...

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...

What is the challenge? Currently, document automation rules do not include a trigger for publishing. Teams often use document workflows to manage revisions, approvals, and publication, but they cannot automate actions that should happen at the...

What is the challenge? When an automation is set up to move a record to a new status, it will not fire when there is a missing required field for that new status. A message shows indicating this in the automation logs, but there is no indication o...

What is the challenge? In workflows with fixed transitions, sometimes we want to move to gate transitions usings approvals, but sometimes we want to trigger the transition using automations based on a required field. In order to accomplish this be...

What is the challenge? Standardize the creation of a set of Epics or Features at the Initiative What is the impact? Reduce manual intervention to create new units of work (Epics of Features) when a condition is met. Describe your idea Create autom...

What is the challenge? have requests come in that really don't require triage or roadmapping and just need to go to the teams to investigate. We would like to just promote those from Idea to requirement on a trigger or timing and have them lin...

What is the challenge? History audit events for a record are grouped using a sliding 5-minute window. If multiple audit events happen within 5 minutes of each other, the UI later collapses them into a single grouped history record instead of pre...

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? 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. ...