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Worksheets

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Allow referencing User-type fields in custom worksheet equations

I'm trying to create a custom equation formula to determine if a user field "Team Members" is empty or not. User fields are currently unsupported in custom worksheets, so I'm not able to build the equation I need.
Phil Warden over 4 years ago in Worksheets 0 Future consideration

Allow inclusion of "parent workspace" fields (e.g., workspace name), in formulas for worksheet custom fields for Epics, Initiatives, Features, Ideas, Releases, etc.

All objects belong to a workspace, and sometimes there is a need to bring attributes of the workspace into worksheet custom fields, and in particular to display them in a report that has other object workspace fields already incorporated into the ...
Karla Johnson over 3 years ago in Worksheets 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 11 months ago in Worksheets 0 Future consideration

Utilize loops in worksheet objects

What is the challenge? I cannot use a loop in a worksheet objects What is the impact? This limits the capabilities within Worksheets Describe your idea I would like to be able to use a for loop in the worksheet object. Worksheet formulas can retur...
Julie Joyce 6 months ago in Worksheets 1 Future consideration

Allow referencing Notes fields in custom worksheet formulas

I'd like to reference a custom note field in a custom worksheet on an Initiative record to identify if data is missing or incomplete. For example, the assumption is if a custom note field has less than 50 characters, then it's incomplete and requi...
Phil Warden over 5 years ago in Worksheets 1 Future consideration

Include record links in fields accessible by equations

Who would benefit? Users creating advanced worksheet equations What impact would it make? It will allow to perform calculations based on the number and types of linked records How should it work? Custom worksheet are very powerful, but it is not p...
Nicola Rolando over 1 year ago in Worksheets 0 Future consideration

Allow worksheets to lookup fields from many/many relationship field

In the same way you are able to reference a property on a custom table via the many/many relationship custom field, it would be great to be able to reference properties on standard record types via the relationship link. For example, on a featur...
Guest over 5 years ago in Worksheets 0 Future consideration

Support filtering by predefined tag field on worksheets

Currently the worksheet equations do not support filtering a list by a custom field of type "predefined tag". Please add support so that you can filter child lists by a value in a predefined tag for example count(self.initiatives[self.custom.tagie...
Madeleine Black almost 4 years ago in Worksheets 1 Future consideration

Worksheet - ability to add columns to represent different years

We have initiatives that span multiple multiple years. We use worksheets to calculate the budget for the initiative. Budgets are aligned by fiscal year. The current problem is Aha does not allow us to add additional budget years as a column. I ...
Guest over 6 years ago in Worksheets 1 Future consideration

Mass "activate" worksheet fields

Currently, when a worksheet field is added to an object (like Feature or Initiative), the worksheet field must then be "activated" on each, individual record to populate. This requires clicking into each and every single record just to get the val...
Guest almost 3 years ago in Worksheets 0 Future consideration