What is the challenge? I need to implement automation rules for the entire org for Ideas. What is the impact? I have 50 workspaces that need the same automation rule for Ideas. I cannot use the workspace template because we only require a unified ...
Leanne Miller
9 months ago
in Account settings
0
Future consideration
Provide the ability to customize what is sent within automation emails
We use automation emails to notify PMs and a few others anytime a new idea is posted. These contain no information beyond the name of the idea and a link. As an Aha admin, I want the ability to select the specific fields I want to include in autom...
Brian Trombley
over 4 years ago
in Account settings
6
Future consideration
Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K
over 1 year ago
in Account settings
0
Future consideration
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
2 months ago
in Account settings
0
Future consideration
Archive 'In-active' product workspaces last active after 90 Days
What is the challenge? As an Aha Administrator, how can I run a report to identify In-active Product Workspaces in Aha? Currently I run a dashboard report; 1) all workspaces and 2) each workspace records type ‘Max Values’, i.e. Goal, Initiative, I...
Mike Jacobson
5 months ago
in Account settings
0
Future consideration
Automated Rule for License from Owner/Contributor to Reviewer/Viewer
I would like to explore if Aha can provide that automation wherein if Admin users like owner/Contributor who have not contributed to Aha in the last 1 month or so (which can be configured) and downgrade the same to Reviewer/Viewer so that those li...
Shiv Shankar Vedharajan
over 1 year ago
in Account settings
1
Future consideration
Paid seat groups are useful for managing the assignment of seats to Roadmaps users. It would be great if this could be extended to support the assignment of Develop seats as well.
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
8 months ago
in Account settings
2
Future consideration
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
8 months ago
in Account settings
0
Future consideration