Use the API to add a record link between features/ideas and organizations
We’d like that once the organization is selected, an automatic Linked record would be created under the Related tab, showing a “relates to” for the relevant organization (adding it if not existed before). First, I tried to find a way via rest API ...
What is the challenge? If a KB visitor reviews the documentation and is not able to find the answers they need, we want to provide them two options for getting further help: Submit a Salesforce case directly from the Knowledge Base Open up a chat ...
What is the challenge? 2 different support URLs have been shared with customers of an Aha! customer who wants to use Aha! Knowledge for their support content. They are unable to set up a redirect on their side to redirect traffic from one of their...
Jack Parr
18 days ago
in Knowledge base
0
Future consideration
What is the challenge? Given that we have standard views for stakeholders and teams, we have to go in every month and quarter to adjust the dates on each roadmap What is the impact? It is time consuming and another thing to make sure we audit each...
Patrick Dyle
6 days ago
in Roadmaps
0
Future consideration
Show ideas created by me as an Aha User or when logged into the portal
What is the challenge? When I go the ideas portal and select 'My Ideas', I can only see ideas I created as a portal user. I cannot see ideas I created within the Aha interface as an Aha user. What is the impact? I'm not able to see all the ideas I...
Eliza Crawford
6 days ago
in Ideas portal
0
Future consideration
What is the challenge? Need to create many KB; would like to create one as a standard and then create the others by duplicating that first one. What is the impact? Saves a lot of work/time. Describe your idea Create command to clone one perfect KB...
Mark T
7 days ago
in Knowledge base
2
Future consideration
To give a capability to add blank as a value for custom fields via CSV upload.
What is the challenge? Currently when doing a bulk update for a custom field if the data is already present and we need to update the field via with blanks. As of now this has to be done manually. What is the impact? It takes a huge time to do a m...
Guest
7 days ago
in Features
0
Future consideration
Whiteboards: enforce "required fields" when converting Aha! Shapes to Aha! records
What is the challenge? It is great that Aha! Shapes can be converted into Aha! records. We require certain fields to be completed when a record is created as they are important to ensure the next steps in the workflow can move forward quickly. The...
Dale Potter
19 days ago
in Whiteboards
0
Future consideration
Prevent users from updating fields through bulk edit when set to "read only"
What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter
25 days ago
in Account settings
0
Planning to implement
What is the challenge? There are certain data points that I would like to track over time, ie status What is the impact? At the moment, I can't tell a story of how our project portfolio has evolved over time. Describe your idea Take snapshot of da...
Guest
about 1 month ago
in Releases
1
Future consideration