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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 18 days ago in Account settings 0 Future consideration

Support integration actions within workspace template automations

What is the challenge? Currently, integration actions from automation rules can only be created for workspace-level automations. These automations can only be copied but cannot be applied to a workspace template. Currently, workspace templates are...
Terence Osmeña 2 months ago in Account settings 0 Future consideration

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 about 1 month ago in Account settings 0 Future consideration

PHI Deletion - Personal History

What is the challenge? is is crucial for maintaining patient privacy and complying with regulations like the Health Insurance Portability and Accountability Act (HIPAA) in the United States. What is the impact? Compliance and Legal Describe your i...
Karla Johnson 3 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 about 1 month ago in Account settings 0 Future consideration

Amount of changes made by a user when Account Level permissions

What is the challenge? Business Problem to Solve: Utilization report: We would like to know who is utilizing the Aha Account Level? How can we manage the amount of changes made by a user when Account Level permissions have been granted? License co...
Mike Jacobson 8 months ago in Account settings 1 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 about 1 month ago in Account settings 0 Future consideration

Ability to change label names of Standard fields

In our org. we have 2 roles: 1. Product Manager - Who owns the Idea and is responsible for updating idea status. 2. Category Manager - Who should be informed when the idea is updated (Basically a watcher) The above 2 roles are similar to what th...
Guest over 5 years ago in Account settings 9 Future consideration

Allow immediate delete for brand new workspaces

Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...
Austin Merritt 8 months ago in Account settings 0 Future consideration

Customize the term for feature "Type"

What is the challenge? The custom types configured in the features status/workflow configuration display with the field name "Type" on the feature layouts. The "Type" term cannot be customized. What is the impact? The term "Type" doesn't align wit...
Guest 2 months ago in Account settings 0 Future consideration