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Automations

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Automation to set standard fields the same as custom fields when idea is promoted

We have a custom field for goals in the Idea ticket (where the requester must select which strategic goal their request ties to), but we can't map this field to the Goals field at the Feature level because they are both not custom fields. We have ...
Guest over 9 years ago in Automations 5 Future consideration

Override Workspace Template Automations

What is the challenge? We have standard automations needed across a majority of the account with a few exceptions. We would like to disable those that we do not want to be used in certain workspaces. What is the impact? 99% of the time we want wor...
Michael Bruner 10 months ago in Automations 0 Future consideration

Automation to sync release dates with roll-up release

What is the challenge? Releases can have roll-up releases at the line level Roll-up releases automatically set their child release's release date However, there is no way to sync a release's date range fields to match the roll-up release What is t...
Nathaniel Collum about 1 year ago in Automations 0 Future consideration

Add automations for to-do and approvals

I would like to be able to create automation linked to "to do" or "approval" tasks. There's two use cases for us. First, I'd like to automatically change the status of a feature or epic once all to dos are completed or all approval replied in the ...
Dael Jackson almost 5 years ago in Automations 1 Future consideration

Explicitly set order of priority for automations.

What is the challenge? Automations on the same record type execute in arbitrary order. What is the impact? Out-of-order execution may lead to unexpected behavior. Describe your idea Give automation a priority system so it can be exec...
Frank Sun 3 months ago in Automations 0 Future consideration

Automation to set a default estimate for all features created

I'd like the ability to set a default estimate for all features created. I checked the automation rules and the estimate field is not an option to update via automation rules. Some of our teams are doing a no estimates style of capacity planning w...
Guest almost 5 years ago in Automations 2 Future consideration

Allow automations to update records created by the same automation

What is the challenge? Automations can be used to create new to-do, approvals, work-requests, and even requirements on features. It would be helpful to be able to populate certain fields on the newly created records at the same time that they are ...
Chris Quigley 12 months ago in Automations 0 Future consideration

Allow updating child initiatives based on parent initiative fields in automations

Who would benefit? Those using roll-up initiatives to manage strategic work. What impact would it make? After updating a parent initiative, this would allow users to quickly have child initiatives update with relevant info without having to go thr...
Maria Plotkina over 1 year ago in Automations 0 Future consideration

Automation trigger for overdue releases

What is the challenge? The challenge is, we have many products and many releases. We track internal and external release dates but spend a lot of time chasing up PMs to either change their release status or release dates if the dates have slipped ...
Sophie Ramsden 6 months ago in Automations 0 Future consideration

Automation Rule - Add "Release" as an Action

In my scenario, there are times that a feature is in a given status, and as a result, I would want that feature to move to a different release. For example, If I abandon a feature, I want it removed from a release and put into a parking lot where ...
Jerrold Emery almost 3 years ago in Automations 2 Future consideration