Automations
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7
VOTE
Automatic idea promotion based on criteria (automation / enterprise+)
As a product manager who gets hundreds of ideas flowing through my portal, i would like to have a mechanism to automatically promote an idea to a feature for a specific workspace based on a tag / custom field. I do not want to manage my features a...
2
Unlikely to implement
2
VOTE
Add Ideas automation so that it allows to change Ideas status once Ideas is promoted
What is the challenge? Once Ideas is promoted or it's promoted Epic/Feature status is changed then Product team has to change the Ideas status manually to a specific value What is the impact? Manual intervention Describe your idea Adding an automa...
0
Already exists
7
VOTE
Automation - Support for updating scorecard values
We use Scorecard ranking to prioritize which features should be worked on for each release. Problem is that we have thousands of tasks, features, bugs and nearly impossible for us to rank every feature. We upgraded to enterprise+ because we wanted...
2
Future consideration
6
VOTE
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...
0
Future consideration
3
VOTE
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...
0
Future consideration
2
VOTE
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...
0
Future consideration
3
VOTE
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...
0
Future consideration
2
VOTE
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...
1
Future consideration
2
VOTE
Perform Automation Actions Against Fields not on Layout
Who would benefit? All Users, but especially administrators. What impact would it make? It would allow administrators to perform automations against records without the associated field ever being visible on the record. Reports also already suppor...
0
Future consideration
1
VOTE
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...
0
Future consideration
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