Skip to Main Content

Share your product feedback

Status Future consideration
Categories Account settings
Created by Karla Johnson
Created on Nov 12, 2021

Add "Worksheet" fields to Automation Rules

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.

  • Attach files
      Drop here to upload
    • Michael Bruner
      Reply
      |
      Dec 5, 2023

      @Nathaniel -- This would be great if worksheet fields could be updated with the automation. A use case here is to capture a date when another field is updated as a time stamp for future reference. We are using a worksheet rather than individual custom field because we are capturing many date fields and want to be efficient in the layout.

    • Ravikiran N
      Reply
      |
      Jun 11, 2022
      This would be very helpful idea. based on custom equation value , I should be able to update different field or a related record with automation rules.
    • Admin
      Nathaniel Collum
      Reply
      |
      Nov 12, 2021

      Thanks for sharing this idea. Would the worksheet values drive conditions in the automation? If not, what did you have in mind?

      1 reply