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Automations

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Automation for epics/features at the parent line level

As a portfolio manager, I want to create a single rule for epics/features for all workspaces in a parent line. Right now I have to recreate these individually at the workspace level. Part of the problem is the amount of time it takes to create eac...
Nadim Sobhani over 4 years ago in Automations 0 Future consideration

Edit Automation "To-Do" Order

As a user, I want to edit the "to-do" order without having to delete and recreate it every single time- it is cumbersome and does not scale. Use case: Order is very important for our team as we are using the "To-Do" steps as a way to track the ste...
Amelia Peklar over 2 years ago in Automations 0 Future consideration

To add possibility to set up automation rule based on delivery risks flag changed automatically (right now only manual change is taken into account)

Who would benefit? Aha users What impact would it make? It will be possible to automate the process of filling up the needed field on initiative level based on automatic change of value of delivery risks flag field on feature (epic) level How shou...
Daryna Podchakha over 1 year ago in Automations 0 Future consideration

Improve saving/enabling workflow for adding automation rules

Who would benefit? E+ and Ideas Advanced users What impact would it make? Easier administration How should it work? When adding an automation rule, it is currently easy to click the "Save rule" button and miss that you have to check off the "Enabl...
Emily Yankush over 1 year ago in Automations 1 Future consideration

Allow multi select on Automation Rules

When creating an Automation Rule, allow for multi selects. For example, I want to be able to assign Ideas that come in to a certain set of 'categories' (a custom field we created) to a specific person but all in one rule. Example: where category i...
Cindy Hickman over 2 years ago in Automations 0 Future consideration

Improved data mapping in automation rules

Automation rules today require a great deal of repetitive configuration as they currently lack the ability to query for a set of data and then use this later in the workflow. For example when updating a Feature that references a custom table I'd l...
Michael Bruner over 3 years ago in Automations 0 Future consideration

Show more details in history when integrations/automations/extensions change data

There are many times when an integration, automation, or Develop extension will modify data on a record, but it's not always obvious how or why that data was modified: For integrations, all changes will be done as the integration user. It might no...
Percy Hanna 11 months ago in Automations 0 Future consideration

Ability to count using automations

I'd like the ability to count the number of times a date moves - seems like this whould be pretty straightforward to do with automations, but there's no 'increment' option, or value + 1, or similar
Gilly Dekel over 3 years ago in Automations 0 Future consideration

Allow automation rules based on Feature name

What is the challenge? Automation rule triggers are limited, not enough customization. Feature name is a particular use case that would open up a lot of possibilities, especially for teams that use naming standards and conventions. What is the imp...
Claire (CJ) Juozitis 11 months ago in Automations 0 Future consideration

Automations: Combined Add + Same As operation for compatible fields

Automations currently support modifying multi-item fields with the "Same as" operator, and the "Add" operator. The "Same as" operator is useful for greatly reducing the number of automations required when mapping field values, but the downside is ...
Sam Banks almost 3 years ago in Automations 0 Future consideration