Automations

What is the challenge? Need to update existing releases with language that was refreshed in a Template. What is the impact? We use 10 different Templates and have about 100 Releases in progress, which makes the copy-paste troublesome. ...

What is the challenge? Aha! currently supports automations that trigger when a single child record changes state (e.g., “If an epic becomes At Risk → mark the parent initiative At Risk”). However, Aha! cannot support the inverse logic — resettin...

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? There are actions that need to be taken when a date field is populated (regardless of the date selected.) The trigger can only be 'is blank' or 'is exactly, later than, earlier than, anything'[select date] What is the ...

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

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? Smartsheet/Jira integration connectors are not able to map release phases/milestones to date fields in Smartsheet/Jira. We workaround by creating custom date fields to sync with the date fields in those platforms; however,...