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Automations

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Fully support progress field in automations

What is the challenge? A record's "progress" field is a great way to communicate a record's true status. It gives our cross-functional stakeholders a sense of how much work has been completed and remains. What is the impact? Help to better communi...
Nathaniel Collum over 1 year ago in Automations 0 Shipped
174 VOTE

Add conditions to Automation rules

It would be useful to add conditions to the new automation rules feature to allow for more targeted behavior. For example in my internal ideas portal, I have an approval step in the ideas workflow between "needs review" and the next step in the pr...
Ronnie Merkel over 5 years ago in Automations 21 Shipped
150 VOTE

Automation actions to have 'same as' to copy field values

Currently if I need pass on a field value from one field to another, there is no easy way, but to create separate automation rule for each value. Which is not optimal and will have to create 10 rules for 10 values and if a new value is entered nee...
Jyothirmayi Talaparthy about 5 years ago in Automations 14 Shipped

Automation: Make it easier to copy the same rules into many workspaces

Automation is nice, but it quickly is becoming tedious copying and moving generic rules across even the limited number (12) of workspaces I manage. Creating one rule and copying to each workspace takes maybe 10-15 minutes or so? That is just slow ...
Todd Meyer over 5 years ago in Automations 15 Shipped

Time-based triggers for automations

Automations offer great potential to alert owners/interested parties of action, but are frustratingly limited by the absence of a time based trigger. In our case we want to conform to an SLA in processing ideas we receive and actively sending a re...
Nigel Lawrence almost 4 years ago in Automations 5 Shipped

Automation rules send to integration

Rather than have to manually push ideas to the integration with Azure, Jira or other systems, it would be helpful and reduce manual administration if the automation rules could include the capability to send on a condition such as a status change....
Ronnie Merkel over 4 years ago in Automations 3 Shipped

Automation for epic delivery risks

What is the challenge? Automation currently supports delivery risks for features, though epics delivery risks are not available in automations. What is the impact? Unable to create automation that involve epic delivery risks Conditions Trigger Act...
Diane Metzger 6 months ago in Automations 2 Shipped

Automation: support setting a date field to a value relative to another date field

I wanted to create an automation to update the external release date to match the release date on a release when that changes. Arguably we should just do this automatically already... but I was hoping that Automation would solve the issue After se...
Todd Meyer over 5 years ago in Automations 5 Shipped

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly about 1 year ago in Automations 4 Shipped

Automation trigger can use multiple values of the field being used to trigger

There are many use cases where a trigger needs to work when multiple possible values of the field being used as trigger occur. One such use case is an idea portal, where the automation assigns a PM based on the category of the idea submission. In ...
Bastian Schoell almost 4 years ago in Automations 4 Shipped
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