GOAL: Share best practices accumulated across Aha!'s years of helping customers be successful | CLASS MATERIAL IDEAS: Common use cases, Common methodologies, Common roles, Project / program management.

What is the challenge? There is no mechanism to clear values or set a custom text field to be blank in an automation rule What is the impact? Users are not able to set these fields as blank in an automation rule Describe your idea Pr...

What is the challenge? Currently the "Show Dependency lines" only supports showing lines for the Primary record in the record hierarchy. If you decide to visualize other records on the bars, the lines do not show up What is the impact? Users have ...

What is the challenge? When the AI assistant edits a record, the record's history indicates the change was made by a user as well as the AI assistant (example below). This is super helpful. I also want to be able to see all history logs where th...

It's possible to add a worksheet field to a card layout in a workspace, but not in a team, so it would be valuable to enable it for a team too.

What is the challenge? As an admin I would like to disable notifications for a batch of users which I am importing via CSV. What is the impact? Because I cannot filter by created date there is no way for me to filter to just these users. ...

What is the challenge? Today there is no history of linking between records. So if a record was linked it's not recorded in both records history. Further if someone removed a link there is no trail either. What is the impact? We use linking to con...

What is the challenge? When Linking Related Ideas/Features/Epics in the Record Link Page pasting in the link that may be copied at the top of record types does so as a URL, but the search field int he record link page will not allow searching by...

What is the challenge? It is not possible to enable the table of contents for documents created through the API What is the impact? Inability to use the API to add a table of contents Describe your idea For Knowledge Bases, enable th...

What is the challenge? Currently, if a status workflow impacts more than 10 workspaces, you cannot hover to see the list of workspaces it impacts. This will show if there are less than 10 workspaces. This is inconsistent with other areas where w...