Automations

What is the challenge? Custom layouts can be applied to to-dos and to-dos can be created from automation rules associated to records. When setting up a to-do none of the custom fields display for users to set. What is the impact? Users have to adj...

What is the challenge? When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to no...

What is the challenge? There are times that certain records can move to a different release based upon the selection of a predefined choice field and do not require analysis and decisions. What is the impact? Inability to set up automation to do t...

What is the challenge? In the Automation page, the following columns are present: Rule name, Record type, Enabled, Workspace template, Created by. Please add the number of runs the automation has performed so far. Plus if you list error/warning/...

What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...

What is the challenge? Trying to configure a release automation to set the "Feature start date" and "Feature due date" to be the same as the "Release start date" and "Release due date" What is the impact? Using custom/alternate fields where this i...

What is the challenge? As PMs review ideas submitted to Aha! there may be ideas that need to be sent directly to Jira — thinking about bugs that are reported through an ideas portal. What is the impact? Those ideas need to be reviewed alongside al...

What is the challenge? For data quality, we want to notify an Epic/Feature creator when then have forgotten to tie the record to an Initiative, Objective, or Key Result What is the impact? Work that should be tied to these is not visible, monitore...

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.

Who would benefit? Workspace admin & users What impact would it make? improve reliability and documentation How would it work? Allow the extraction of metadata detailing existing automations By providing an endpoint or similar option to output...