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 AutomationsShipped
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 AutomationsShipped
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 AutomationsShipped
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 ...
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 AutomationsShipped
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.
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 AutomationsShipped
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...
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 AutomationsShipped
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 AutomationsShipped