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Automations

175 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 6 years ago in Automations Shipped
151 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 6 years ago in Automations Shipped

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 2 years ago in Automations 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 6 years ago in Automations 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 5 years ago in Automations Shipped

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 almost 5 years ago in Automations / Worksheets 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 5 years ago in Automations Shipped

Ability to add automation to move a work item to a different release based upon a field

What is the challenge? There are times that certain records can move to a different release based upon the selection of a predefined choice field and do not require analysis and decisions. What is the impact? Inability to set up automation to do t...
Guest almost 2 years ago in Automations Shipped

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 year ago in Automations Shipped

Add 'Send to integration' automation action for Aha! Ideas <> Jira integration

What is the challenge? As PMs review ideas submitted to Aha! there may be ideas that need to be sent directly to Jira — thinking about bugs that are reported through an ideas portal. What is the impact? Those ideas need to be reviewed alongside al...
Justin Waldorf almost 2 years ago in Automations Shipped