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Status Future consideration
Categories Automations
Created by Deidra Peacock
Created on Sep 16, 2021

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.

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  • Guest
    Aug 21, 2026

    This would be incredibly beneficial so that we can automate the routing of a promoted idea to the appropriate product owner once the work is committed to.

    Example:

    1. Idea is submitted and field tag = X deliverable category

    2. Idea is promoted to an epic/feature AND delivery category = X > assign to user X and add watchers Y, Z

      1. OR: Idea is promoted to an epic/feature AND related field inherits the submitted custom due date

    Right now, the intake team is having to promote and then assign out manually to the appropriate product owners that need to own the committed work.

4 MERGED

Promotion of of idea to any record shall be available as a trigger in automations

Merged
What is the challenge? Currently when an idea is promoted to any kind of product planning entity (like an initiative or epic/feature) we cannot use promotion as a trigger for any actions in an automation. This needs to be combined with a status up...
Sue Schneider 6 months ago in Automations 0 Future consideration