Sync goals between parent and child records
I would like a way to easily
'Roll-up' all the goals from a child record (i.e. feature) to the parent (i.e. release or epic)
'Send down' all the goals from the parent record to the children
Currently, automation rules require a separate rule for adding each specific goal from a child record to the parent or vice versa.
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ADMIN RESPONSEJun 21, 2024
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Default 'Goals' and 'Initiative' through to the Features when set for a Master Feature (Epic)
When I set the values of 'Goals' and 'Initiative' in an Epic, those choices should be automatically set for the Features within that Epic. As it is now, I need to go into each of the Features and set those values.
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As a user, I would like to have an option that allows to automatically set the initiative on new features, when this feature is created within an epic linked to an initiative.
When adding a feature to an epic being itself related to an initiative, the feature does not automatically belongs to that initiative. As a result, the feature won't show up automatically in the strategic roadmap. A workaround consist of going on ...
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populate release goals and epics for features in the release
In a release you can have many Master feature or features linked to different Epics (initiatives) and Goals. It would be great if the release epic or goals could pull the feature linked to it goals or epics. This would assist with not accidentally...
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Automation rule to make sure the initiatives and goals always match between the feature and epic
We'd like the ability to set up automation rules for records that are added to other records. In our case, we'd like to have a trigger in place when a feature is added to a capability. Currently, we have one set up where features in an epic will i...
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Automate rollup from feature to initiative
As the container for deploying features, releases should automatically include the initiatives for the constituent features. As it stands now, I need to look through all features and manually add the initiative to the release. This is particularly...
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Auto-assign goals of an initiative to a feature assigned to that initiative
When I assign an initiative to a feature, I would expect the goals that initiative satisfies to be automatically assigned to that feature, but they are not. It would be good to auto-populate the goals of feature based on the assigned initiative, b...
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Improvement: Automatically link a release to all initiatives that are linked to its features
I as a product owner usually link a feature to an initiative. I'd then expect to see a roadmap on the dashboard where all releases are mapped onto initiatives based on the feature-initiative-links. I do not understand why I should reduntantly link...
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User Stories should inherit possible goals from the Epics/Initiatives they belong to
As a startup, we are building our roadmap from the top down. This means we are first setting goals for each product, then defining the epics that will help us achieve each goal. Finally, we break it down into the detailed user stories to complete ...
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Themes to Feature Mapping while importing from Rally
It would be helpful if themes to features mapping could be possible while bringing the data from Rally to Aha. Currently the mapping works for immideate parent child relationships like Reuirements to Features and Features to Master Features/Epics....
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It would be very useful to be able to update the goals on an epic or feature based on the goals linked to the relevant initiative.
Below is the hierarchy and automations I was planning to implement at each level but I have only been able to address the initiative related actions and not the goal related actions as there is no option in the actions for something equivalent to ‘same as initiative’s objective’.
Goal
Initiative
When update goal --> update goal on all related epics + update goal on all related features
Epic
When update initiative --> update goal on this epic + update goal on all related features + update initiative on all related features
Feature
When update epic --> update goal on this feature + update initiative on this feature
When update initiative (for use cases where there's no parent epic) --> update goal on this feature
Yep this is a useful one for me. Please don't make me use lists to bulk edit this stuff.
I just came across this myself and was searching the idea portal before submitting my own request. I tried solving it with the automation tools, but as mentioned in one of the other comments, you can't choose "Epic Field Value"
I posted a screenshot to illustrate how close we can get today. If, on that bottom right dropdown, I could select "Epic Initiative" then I could achieve the spirit of the request.
The same could be done for "Epic Goal(s)" I imagine.
This is similar to the idea at https://big.ideas.aha.io/ideas/APP-I-2206, that was strangely marked as "Unlikely to implement".
Using automation to enable that would fix all these ideas at once
Also, when creating rules, you need to specify "static" values for assignment (action). There should be the option to copy from the object that generated the trigger.
Being a large company, we have many goals. We are struggling with this same issue. creating a large amount of rules seems redundant, and having an "any goal" option when creating the automation rule would be very helpful.