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.
You can now create automation rules for epics to copy the epic's goals to its child features.
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.