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Automations

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Add "Worksheet" fields to Automation Rules

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.
Karla Johnson almost 4 years ago in Automations / Worksheets 6 Future consideration

Automation: Allow Automations for Release Phase and Release Phase To-Do objects

What is the challenge? In order to track Release Checklists in Aha as to-dos by cross-functional team members needs automations to decrease amount of updates and auto assign appropriate owners. What is the impact? Cross-functional team mem...
Alex Berestenko about 1 month ago in Automations 0 Future consideration

Automation of feature to another release based on custom field

Who would benefit? Product Management Team What impact would it make? Ability to cut down on manual work, reducing mistakes and time spent on administrative work How should it work? Under automations, be able to set a rule as such: When a feature ...
Danielle Martinez almost 2 years ago in Automations 3 Future consideration

Allow automations to run on any custom field

Not just the fields present in your epic/release/feature/idea template. I have flows for each of these record types that add new fields for input later on and would like to run automations on them, but can't unless I add them to the template used ...
Danielle A almost 4 years ago in Automations 1 Future consideration

Automation: Add Action to update Custom Field

What is the challenge? When dates (ex: Release dates) change, it has a cascading impact to other functions. Allowing automation to update custom fields would help manage the impact. What is the impact? Without the automation, users are ask...
Ryan Bradley about 2 months ago in Automations 0 Future consideration

Automation Rules Retroactively Run

What is the challenge? Automation rules only run future-facing, I cannot run them retroactively to already created records (where applicable) which causes me to not fully transition into using these automations What is the impact? I have to wait l...
Russell Glenn 5 months ago in Automations 0 Future consideration

Allow custom due date options for to-do automation actions

Who would benefit? Users who are looking to automate the creation of to-dos, approvals or work requests What impact would it make? Allow more flexibility in to-do creation How should it work? Similar to how we can select the custom date option whe...
Kristina Gass almost 2 years ago in Automations 3 Future consideration

Allow existing ideas to be retrospectively included in time trigger automations

What is the challenge? With the release of the new time automation (A-I-11713), only ideas that are created or updated to a certain status after the automation rule is enabled will trigger the automation. For example, I created a rule that ideas i...
Guest 12 months ago in Automations 3 Future consideration

Automation rule that adds a new row to a custom table

In my use case we have a custom table on releases to track changes to the release date. I would like to set up an automation rule so that "when the release is updated and the date field changes to anything" then "add a row to the custom table with...
Kelly Sebes over 4 years ago in Automations / Custom tables 2 Future consideration

Use AI agents and instructions in automations

What is the challenge? Automation rules in Aha! Roadmaps are currently limited to predefined triggers and actions. What is the impact? This restricts users from creating more adaptive and intelligent workflows. Describe your idea All...
Nathaniel Collum 4 months ago in Automations 0 Future consideration