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Automations

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Allow for automations that "match" multi-select fields

What is the challenge? We need to be able to automatically populate multi-select fields in lower-level item types based on the entries in top-level Ideas. Today we have to create individual automation rules to add and remove each individual list s...
Guest 8 months ago in Automations 0 Future consideration

Continuous automation triggers

What is the challenge? We have automations that push fields downstream to other item types. Since they can only be triggered when the top-level item is created or the field is edited, the automations are not pushing data to the lower levels becaus...
Guest 8 months ago in Automations 0 Future consideration

Automation rules for proxy votes

Who would it benefit? Product managers who take actions on proxy votes What is the challenge? Managing and updating proxy votes takes time to do manually today. One example: We would like to automatically populate the organization's ARR on our pro...
Ellie Good almost 3 years ago in Automations 1 Future consideration

Allow setting approvals to "any" or "all" when configuring automation rules to trigger approvals

Who would benefit? Users who require all members of an approval group to grant an approval What impact would it make? Right now it only allows "any" member which allows approvals in this scenario to proceed prematurely How should it work? Much lik...
Stephanie Lechner over 1 year ago in Automations 1 Future consideration

Automation rule based on promoting an idea

When promoting an idea to an initiative, epic, or feature, it would be really nice to be able to have the idea be updated e.g. we use an Idea status of Promoted post a comment. But we often forget to do one or both.
Deidra Peacock about 4 years ago in Automations 0 Future consideration

Support "same as" automations for tags

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 tags across records. What is the impact? We often capture a key customer's name o...
Nathaniel Collum about 1 year ago in Automations 0 Future consideration

Add ability to set system wide automation rules

What is the challenge? I need to implement automation rules for the entire org for Ideas. What is the impact? I have 50 workspaces that need the same automation rule for Ideas. I cannot use the workspace template because we only require a unified ...
Leanne Miller over 1 year ago in Automations 0 Future consideration

Automation rule to set feature start date to same as release

Current automation rules allow for a start date to set to an increment from today(). It would be useful to have automation that would update the start date of a work item to the same as the release start date for capacity planning purposes. Additi...
Guest over 3 years ago in Automations 1 Future consideration

Automation rule on dates should allow for ranges, today etc. vs. an exact date

When creating automation rules around dates, it would be helpful to have options that key off of the date vs. have direct hits on the date. For instance, when date field updates to TODAY, do action. When due date is Within 14 Days, do action. The ...
Jeff Broderick over 2 years ago in Automations 1 Future consideration

Enable automations to work with custom "One to Many Relationship" tables

It would be great if we can have automation rules working with "One to Many" relationship type of custom tables. We use a custom table to track risks in issues in multiple record type and would be great to add new records based on a trigger at the...
Edgar Holguin about 2 years ago in Automations 0 Future consideration