Allow approval groups to fully approve and close a manual approval to-do
What is the challenge? Approval groups can be added to a manually created approval to-do. When they provide the approval, it is noted on the to-do, but is not sufficient to close the to-do and mark it as complete. What is the impact? The to-do own...
What is the challenge? We need to simplify our Ideas intake - with some prefilled fields on the Ideas form What is the impact? It impacts several hundred employees who submit ideas to engineering teams Describe your idea We want to send users a UR...
What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
What is the challenge? 2 different support URLs have been shared with customers of an Aha! customer who wants to use Aha! Knowledge for their support content. They are unable to set up a redirect on their side to redirect traffic from one of their...
Jack Parr
21 days ago
in Knowledge base
0
Future consideration
Support custom Users field and other record type custom fields on the Now, Next, Later card layout
What is the challenge? Currently custom Users fields and other custom fields for records (i.e. Personas, Competitors, etc) cannot be added to the custom card layout on the Now, Next Later Roadmap What is the impact? Users cannot customize this vie...
Stephanie Lechner
27 days ago
in Roadmaps
0
Future consideration
Prevent users from updating fields through bulk edit when set to "read only"
What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter
28 days ago
in Account settings
0
Planning to implement
What is the challenge? There are certain data points that I would like to track over time, ie status What is the impact? At the moment, I can't tell a story of how our project portfolio has evolved over time. Describe your idea Take snapshot of da...
Guest
about 1 month ago
in Releases
1
Future consideration
Prioritization report should support displaying strategy fields with multiple records (goals, objectives, key results)
What is the challenge? The prioritization report cannot display strategy fields tied to multiple records (like goals, objectives, and key results). What is the impact? Goals, objectives and key results are vital reference points when determining a...
Nathaniel Collum
about 2 months ago
in Features
0
Future consideration
What is the challenge? We have standard automations needed across a majority of the account with a few exceptions. We would like to disable those that we do not want to be used in certain workspaces. What is the impact? 99% of the time we want wor...
Michael Bruner
8 days ago
in Account settings
0
Future consideration
Whiteboards: enforce "required fields" when converting Aha! Shapes to Aha! records
What is the challenge? It is great that Aha! Shapes can be converted into Aha! records. We require certain fields to be completed when a record is created as they are important to ensure the next steps in the workflow can move forward quickly. The...
Dale Potter
22 days ago
in Whiteboards
0
Future consideration