Status Future consideration
Categories Strategy
Created by Kelly Sebes
Created on Feb 12, 2020

Sync goals and initiatives between parent and child records

I would like a way to easily

  • 'Roll-up' all the goals and initiatives from a child record (i.e. feature) to the parent (i.e. release)

  • 'Send down' all the goals and initiatives from the parent record to the children

Currently, automation rules require a separate rule for adding each specific goal or initiative from a child record to the parent or vice versa.

  • Attach files
  • Jonathan Lewit
    Jul 17, 2020

    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.

  • Moises Cora
    Feb 24, 2020

    This is similar to the idea at, that was strangely marked as "Unlikely to implement".

    Using automation to enable that would fix all these ideas at once

  • Moises Cora
    Feb 24, 2020

    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.

  • Guest
    Feb 12, 2020

    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. 

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