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.

  • Kelly Sebes
  • Feb 12 2020
  • Future consideration
Release time frame
  • Attach files
  • Guest commented
    12 Feb 18:36

    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. 

  • Moises Cora commented
    24 Feb 16:03

    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.

  • Moises Cora commented
    24 Feb 16:05

    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