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Automations

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Automation to set standard fields the same as custom fields when idea is promoted

We have a custom field for goals in the Idea ticket (where the requester must select which strategic goal their request ties to), but we can't map this field to the Goals field at the Feature level because they are both not custom fields. We have ...
Guest over 9 years ago in Automations 5 Future consideration

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 4 years ago in Automations / Worksheets 6 Future consideration

Allow automations to run on any custom field

Not just the fields present in your epic/release/feature/idea template. I have flows for each of these record types that add new fields for input later on and would like to run automations on them, but can't unless I add them to the template used ...
Danielle A about 4 years ago in Automations 1 Future consideration

Provide the ability to customize what is sent within automation emails

We use automation emails to notify PMs and a few others anytime a new idea is posted. These contain no information beyond the name of the idea and a link. As an Aha admin, I want the ability to select the specific fields I want to include in autom...
Brian Trombley over 5 years ago in Automations 8 Future consideration

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 over 4 years ago in Automations / Custom tables 3 Future consideration

Automation rules to update idea status when a comment comes in

I'm sure it never happens on your Ideas Portal, but often the Ideas that get submitted by our customers lack some key information that we need in order to make prioritization decisions. In those instances we put them in an "on hold or needs more i...
Derek Boriack over 8 years ago in Automations 3 Future consideration

Support "same as" automations for text fields

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...
Terence Osmeña 3 months ago in Automations 0 Future consideration

Ability to create automation rules across multiple workspaces

It would be great to be able to make an automation rule based on a date field being updated in a separate workspace. This would enable our teams to communicate more efficiently when work items are linked, without needing to update the same field i...
Guest over 4 years ago in Automations 1 Future consideration

Add automations for to-do and approvals

I would like to be able to create automation linked to "to do" or "approval" tasks. There's two use cases for us. First, I'd like to automatically change the status of a feature or epic once all to dos are completed or all approval replied in the ...
Dael Jackson almost 5 years ago in Automations 1 Future consideration

Automation to set a default estimate for all features created

I'd like the ability to set a default estimate for all features created. I checked the automation rules and the estimate field is not an option to update via automation rules. Some of our teams are doing a no estimates style of capacity planning w...
Guest almost 5 years ago in Automations 2 Future consideration