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Automation Rules for Populating Phases/Milestones from Date Fields (Vice versa)

What is the challenge? Smartsheet/Jira integration connectors are not able to map release phases/milestones to date fields in Smartsheet/Jira. We workaround by creating custom date fields to sync with the date fields in those platforms; however,...
Hank Liu about 9 hours ago in Automations 0 Future consideration

Extending Aha! MCP functionailities

What is the challenge? The current Aha! MCP offers read-only options only What is the impact? Describe your idea I would like to automate workflow(like creating and managing Aha! features using MCP
Guest 10 days ago in Automations 0 Future consideration

Support "same as" automations for text fields

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same text fields across records. What is the impact? We often plan our work b...
Terence Osmeña 4 months ago in Automations 0 Future consideration

Automations - Create to-do on related record

What is the challenge? When adopting custom tables in Aha! we are able to create automations but are unable to create to-dos as an Action. This is likely due to the decision to not include to-dos on custom tables. https://big.ideas.aha.io/ideas/...
Michael Bruner 2 months ago in Automations 0 Future consideration

Allow Automations to be moved to Workspace Templates

What is the challenge? Cannot test new automation on the workspace template due to large number of potential records impacted. What is the impact? Must manually recreate any automation rules tested in a non-Prod workspace. Describe you...
Guest 21 days ago in Automations 0 Future consideration

Support clearing custom text fields in automation rules

What is the challenge? There is no mechanism to clear values or set a custom text field to be blank in an automation rule What is the impact? Users are not able to set these fields as blank in an automation rule Describe your idea Pr...
Stephanie Lechner 3 months ago in Automations 0 Future consideration

Support Team and Workspace automation rules with "same as" actions for any sprint

What is the challenge? Currently, automation rules with sprints only allow you to set actions that are based on the current sprint, not any sprint. You also cannot set "same as" action rules for related records. This means if you'd like require...
Terence Osmeña 3 months ago in Automations 2 Likely to implement

Allow setting "Same as" for number fields via automations

We have "Same as" functionality for certain field types now available for automations. It would be helpful to see the same ability extended for number fields, so related/promoted records can be populated with these when they are created or updated.
Maria Plotkina 20 days ago in Automations 0 Future consideration

Support "same as" automations for choice lists

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same choice lists across records. What is the impact? We often plan our work by compon...
Nathaniel Collum about 1 year ago in Automations 1 Future consideration

Create records using automations

What is the challenge? Standardize the creation of a set of Epics or Features at the Initiative What is the impact? Reduce manual intervention to create new units of work (Epics of Features) when a condition is met. Describe your idea Create autom...
Edgar Holguin 7 months ago in Automations 2 Future consideration