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Account settings

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Indicate required fields when editing a record

We need the ability to make standard and custom fields mandatory for existing records. When a record is being edited, the UI should flag empty required fields so that the user is prompted to update them. This will help us ensure that critical inf...
Nathaniel Collum almost 6 years ago in Account settings 13 Future consideration

Name of workspace when granting access is too long

What is the challenge? When granting access, the workspace name is only about 2 inches across then it is "..." if the workspace name is longer than this. What is the impact? Hard to navigate and requires exiting the interface and reviewing in the ...
Russell Glenn about 1 month ago in Account settings 0 Likely to implement

User Access Provisioning - When reactivating and adding access at the same time

What is the challenge? When reactivating a disabled user account, there is not a way to enable the account and assign permissions simultaneously. I first need to enable the user account, then re-open the modal and assign access as a second step. W...
Russell Glenn about 1 month ago in Account settings 0 Likely to implement

Allow sorting records in custom tables

Custom table records are currently sorted by order of creation. Since users often create more important/common records first, the important ones end up at the bottom of the list. Instead, allow sorting these records via drag-and-drop (or at least ...
Zach Schneider over 8 years ago in Account settings 14 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 12 months ago in Account settings 0 Future consideration

Ability to add custom fields to the User table

For instance to indicate which budget holder / budget code a user is linked to.
Guest about 8 years ago in Account settings 8 Future consideration

Display customized terminology on settings screens

What is the challenge? Today customized terminology displays on user facing screens within Aha! but not on settings screens. What is the impact? This makes it hard for users to ensure they are adjusting the right settings for each record type. Des...
Kristina Gass 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 7 months ago in Account settings 0 Future consideration

Read-only fields based on permissions

It would be very useful to be able to set read-only permissions for some fields (either standard or custom fields) based on permissions, or - even better - permission groups. In fact we have some fields on Features and Ideas that should be maintai...
Nicola Rolando over 1 year 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 6 months ago in Account settings 0 Future consideration