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Account settings

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User management: filter for date user was created

What is the challenge? To comply with company policy, user accounts created more than 90 days ago, and never used, need to be disabled. What is the impact? Non-compliance with company policy Describe your idea Add a filter to the Settings > Acc...
Dale Potter 8 months ago in Account settings 0 Future consideration

Allow setting paid seat group to "None" via CSV import

What is the challenge? It is possible to update a user's current paid seat group via a CSV import by adding a column for that field and inputting their new group info, but there is no way to fully remove a user from a paid seat group via this meth...
Maria Plotkina 12 months ago in Account settings 0 Future consideration

Support worksheet custom fields in automated scorecard metrics when an idea is promoted

What is the challenge? I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple reco...
Terence Osmeña 8 months ago in Account settings 0 Future consideration

Add more specificity/granularity around automation logic.

Who would benefit? Both Aha! administrators and the product team members they support through administration of the tool. What impact would it make? It would allow Aha! administrators to automate actions and notifications that advancement can be m...
Christina D over 1 year ago in Account settings 0 Future consideration

Surface error details when importing users via CSV

What is the challenge? If certain entries in a user import CSV are invalid, Aha! does not process those as part of the import and shows an "Alert" with the failures. It does not identify which line(s) or record(s) in the CSV have the error. What i...
Maria Plotkina 8 months 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 over 4 years ago in Account settings 0 Future consideration

Ability to set a default landing page per workspace

When using a centralized workspace for Ideas, it can be confusing for users to navigate to other pages like the Features board when going to the Ideas workspace from another workspace. In some cases users are taken to sections of the navigation th...
Stephanie Lechner about 2 years ago in Account settings 0 Future consideration

Automatically populate the approval group field when a workflow approval is created

What is the challenge? Previously, when a workflow approval was created, the members of an approval group were populated in the "Assigned to" field of the to-do. Recently, the "Approval group" field was added to workflow approvals. This field, how...
Becca Bommarito about 1 year ago in Account settings 2 Future consideration

Customizability of workspace homepage

Who would benefit? All users What impact would it make? owner can customize the homepage they would like to highlight for team members. (for example: quick start guide note) How should it work? Owner can set default homepage for each workspace.
Ashton Tsou over 1 year ago in Account settings 1 Future consideration

Support notification on custom table updates

What is the challenge? Would like to send a notification to specific users when a new record has been added to a custom table. What is the impact? Today there is no alert when a custom table record is added or adjusted. Users need to look at repor...
Kristina Gass about 1 year ago in Account settings 0 Future consideration