Automations

We have "Same as" functionality for certain field types now available for automations. It would be helpful to see the same ability extended for number fields, so related/promoted records can be populated with these when they are created or updated.

What is the challenge? Cannot test new automation on the workspace template due to large number of potential records impacted. What is the impact? Must manually recreate any automation rules tested in a non-Prod workspace. Describe you...

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? When adopting custom tables in Aha! we are able to create automations but are unable to create to-dos as an Action. This is likely due to the decision to not include to-dos on custom tables. https://big.ideas.aha.io/ideas/...

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...

What is the challenge? Currently, automation rules with sprints only allow you to set actions that are based on the current sprint, not any sprint. You also cannot set "same as" action rules for related records. This means if you'd like require...

What is the challenge? In the Automation page, the following columns are present: Rule name, Record type, Enabled, Workspace template, Created by. Please add the number of runs the automation has performed so far. Plus if you list error/warning/...

What is the challenge? We need to represent goal information on related initiatives and features that can then been synced with Jira integration to be available in Jira epics, etc. What is the impact? Our engineering team using Jira for execution ...

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 choice lists across records. What is the impact? We often plan our work by compon...

What is the challenge? Custom layouts can be applied to to-dos and to-dos can be created from automation rules associated to records. When setting up a to-do none of the custom fields display for users to set. What is the impact? Users have to adj...