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Status Future consideration
Categories Ideas portal
Created by Max Robbins
Created on Aug 16, 2024

Easier way to ensure specified fields carry over to promoted record

What is the challenge?

Today, to ensure custom fields on an idea carry over on promotion, this requires a lot of manual set up - creating duplicate custom fields on promoted record layout and ensuring they have the same API key. This requires a pretty high level of knowledge in Aha! to do this right and quickly.

What is the impact?

Causes friction when configuring ideas for the first time in Aha! It is not obvious what must be done to get fields to carry over, and once I know what is needed it is tedious to configure.

Describe your idea

Create an easier way to have idea intake fields automatically carry over to the promoted record.

There is a similar idea here that would help - https://big.ideas.aha.io/ideas/A-I-11109, but this is not focused on just idea promotion.

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  • James Compton
    Reply
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    Aug 19, 2024

    Our organization uses a significant number of custom fields which we transfer to initiatives and other records. I would love the ability to more easily visualize existing fields shared or connected via API key across various record types.

  • Gary Goz
    Reply
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    Aug 19, 2024

    I don't use this that often, but I like this idea. It's probably a challenge because I think all custom fields are unique by container (initiative, epic, feature, etc.). However, copying standard data would definitely help. Even copying the description (to at least have a starting point) would be helpful.

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