We want to use estimates from capacity planning to feed into one of our initiative record worksheets in order to get an idea of cost (estimated hours x blended rate). This works in concept using the "original_estimate" reference field; however, we...

What is the challenge? Currently, when a new idea is linked to a record in Salesforce, the page refreshes. What is the impact? If this happens while the Salesforce user has an open chat or call in the Salesforce interface, this can disconn...

What is the challenge? I have to change the settings to switch to size 12 font and allow table cells to wrap every time I create a report. It seems like this should be the default or at least a user should be able to set default settings for the...

What is the challenge? We use document templates with embedded whiteboard templates, however, when inserting the document template, the whiteboard template is not automatically included. What is the impact? The sections where the whiteboard templa...

We are creating dashboards to view work and share with stakeholders. One ask from stakeholders is the ability to add a vision or model to the dashboard. We would like to be able to add the strategic model canvas or parts of the canvas to the dashb...

I have information that I'd like to group under a single tab in my record layout. The information I'd like to capture requires the use of multiple one-to-many custom tables. Instead of housing this related information on separate tabs for each cus...

I'm a Product Owner but I'm also the admin of our Aha account. When I post a comment, I'm doing so as the Product Owner, but the users of the idea portal see the comment as coming from ADMIN. To improve credibility and consistency, I would rather ...

We rely on Rollup releases quite a bit, however, from team's Feature board perspective it's often helpful to track "product" releases info, especially dates and be able to expose those accordingly. At this point, since we're using Roll up releases...

What is the challenge? The bulk edit feature allows a user to update a large amount of data, and sometimes you need to give additional context regarding the change. What is the impact? Without this context, users may be confused why their record w...

What is the challenge? By default, all links in a dashboard open in a new tab in your browser. What is the impact? This means it is hard to use a dashboard to build sophisticated 'in-page navigation'. Instead, all links open new tabs, which can qu...