Automations

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...

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...

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

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...

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 ...

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...

Users should be able to create Develop Automation rules at the account level so they do not have to rebuild them every time they create a new Develop team. Currently, users need to copy and move automation rules whenever they create a new Develop ...

What is the challenge? I want to remove me the PM from the assigned field once the work has been sent to my development team, so that the right person can assign themselves. What is the impact? I have to remember to remove me from the field. Descr...

We have created an Automation Rule in one of our workspaces to send an email to specific people when a new Feature is created. Some email recipients have replied to these emails expecting their response to be captured as a Comment in the Feature r...

When you select a new status workflow for a workspace (any record type) it forces you to remap existing statuses to the new statuses. We should also update any automations to use the new statuses using the mapping the user selected when changing t...