Automations

Who would it benefit? Product managers who take actions on proxy votes What is the challenge? Managing and updating proxy votes takes time to do manually today. One example: We would like to automatically populate the organization's ARR on our pro...

What is the challenge? Set up automation rules for more than one workspace What is the impact? An easier way to setup automation rules in multiple workspace (without the need to copy the rules) Describe your idea Currently if we want to use the sa...

Who would benefit? Aha! users who have expanded their capabilities through multiple custom tables. Today, when custom tables reference each other, you need to update them on both sides. This drives no-value-add manual work and is ripe for inaccura...

When promoting an idea to an initiative, epic, or feature, it would be really nice to be able to have the idea be updated e.g. we use an Idea status of Promoted post a comment. But we often forget to do one or both.

Who would benefit? Users who require all members of an approval group to grant an approval What impact would it make? Right now it only allows "any" member which allows approvals in this scenario to proceed prematurely How should it work? Much lik...

Current automation rules allow for a start date to set to an increment from today(). It would be useful to have automation that would update the start date of a work item to the same as the release start date for capacity planning purposes. Additi...

When creating automation rules around dates, it would be helpful to have options that key off of the date vs. have direct hits on the date. For instance, when date field updates to TODAY, do action. When due date is Within 14 Days, do action. The ...

What is the challenge? Automations on the same record type execute in arbitrary order. What is the impact? Out-of-order execution may lead to unexpected behavior. Describe your idea Give automation a priority system so it can be exec...

It would be great if we can have automation rules working with "One to Many" relationship type of custom tables. We use a custom table to track risks in issues in multiple record type and would be great to add new records based on a trigger at the...

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 ...