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 or epic)
'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.
You can now create automation rules for epics to copy the epic's initiative to its child features. We will keep this idea open to monitor feedback on syncing goals.
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.