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Automations

Automation support to sync promoted record's release to custom release field on source idea

What is the challenge? Currently, it's not possible to create an automation rule that syncs a promoted record's release name to a custom release field on the source idea. While it is now possible to sync to a custom text field, the custom relea...
Ben Hollier 4 months ago in Automations Likely to implement

Use AI agents and instructions in automations

What is the challenge? Automation rules in Aha! Roadmaps are currently limited to predefined triggers and actions. What is the impact? This restricts users from creating more adaptive and intelligent workflows. Describe your idea All...
Nathaniel Collum 12 months ago in Automations Likely to implement

Support automation triggers and actions for worksheet fields

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.
Karla Johnson over 4 years ago in Automations / Worksheets Likely to implement

Automation rule that adds a new row to a custom table

In my use case we have a custom table on releases to track changes to the release date. I would like to set up an automation rule so that "when the release is updated and the date field changes to anything" then "add a row to the custom table with...
Kelly Sebes about 5 years ago in Automations / Custom tables Likely to implement