Account settings

We have multiple organizations/Business Units/Groups with their own product line in the hierarchy. We would like to be able to make them admin of just that area so that they can make the customizations they need without negatively impacting produc...

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...

What is the challenge? Workspaces can become out of sync with their workspace templates (for example, when workflows or other governed settings diverge). While this status is visible within the configuration area of each individual workspace, it...

What is the challenge? When custom field layouts are inherited and locked by a workspace template, the layout selector truncates the layout name. As a result, users cannot see the full custom field layout title, making it difficult to understand...

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...

What is the challenge? Sometimes a custom field type needs to change to meet evolving reporting needs. What is the impact? In the current config a resource would need to create a new custom field and populate values to the new field. Which...

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

What is the challenge? When duplicating a workflow, Aha! doesn't copy across the template text or the status custom field layout to be used (Enterprise+ only) to the new workflow What is the impact? The new workflows aren't exact copies of...

What is the challenge? For teams that want to delete many custom layouts, it's time-consuming to do it one-by-one. What is the impact? Teams need to spend significant time manually deleting custom layouts. Describe your idea Enable t...

What is the challenge? When screen sharing the roadmap, it's difficult to determine what format dates are in based on locations. What is the impact? It makes it difficult to coordinate dates effectively. Describe your idea Enable us to change date...