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Add "Worksheet" fields to Automation Rules

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 over 3 years ago in Account settings 4 Future consideration

Custom Field - Internal Name & Choice Lists Report Display

When creating reports with custom fields, there can be many fields within an account that have similar names that will display as field options. We use the internal name to help differentiate and allow the user to select the right field they are l...
Karla Johnson over 2 years ago in Account settings 0 Planning to implement

Override Workspace Template Automations

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 3 months ago in Account settings 0 Future consideration

Introduce Customization Owners

As a large organisation with several independent product verticals, we need the ability to lock down account-level customizations (e.g. layouts, custom fields, workflows) by owner (+ collaborators) so that we can retain adequate controls without l...
Joe Buehlmeyer about 3 years ago in Account settings 0 Future consideration

Allow inherited custom field layouts that can be extended for specific products

We would like to have a core set of common fields used in the field layouts for all products, but there will still be a need to support custom fields needed only by a subset of products. If we could have products inherit a custom field layout and ...
Guest about 7 years ago in Account settings 3 Future consideration

The ability to configure which fields are included in the feature to pdf export

Who would benefit? Customers who are required to share feature documentation with enterprise or large government clients What impact would it make? Ease of hiding internal information or displaying only customer relevant information How should it ...
Megan Sullivan over 1 year ago in Account settings 0 Future consideration

Follow custom workspace line terminology when viewing Roll up to workspace goals

When a workspace line references its parent, the naming of that parent should match the parent level, not the workspace level. By not reflecting the customized terminology we are introducing layers of confusion for the team members who don’t spend...
Ian Cooper almost 3 years ago in Account settings 1 Future consideration

Automatic user deactivation from Aha

I would like to have the ability to set an automatic deactivation of user accounts after XX days of inactivity. Use Case: As an admin with a large user base, I frequently have users moving between groups, changing responsibilities, etc. Sometimes...
Joe Carpenter over 8 years ago in Account settings 2 Future consideration

Don't make user create a separate login for big.ideas.aha.io ideas portal

I already have a login for Aha. When I wanted to log an issue in the Big ideas portal, I had to create an account (for big.ideas.aha.io ideas). Why can't I log in with my existing software account?
Perri-Anne Sims over 6 years ago in Account settings 0 Future consideration

Make worksheet fields work the same as calculated columns

I can use this equation: if (field("fieldname") >= today(), true, false) -- where the field name is a custom date field in an Epic layout, as a calculated column but it won't work as a custom worksheet field equation because have to give the fi...
Robert B about 4 years ago in Account settings 0 Future consideration