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Status Future consideration
Categories Application
Created by Jyothirmayi Talaparthy
Created on Sep 14, 2020

Automation actions to have 'same as' to copy field values

Currently if I need pass on a field value from one field to another, there is no easy way, but to create separate automation rule for each value. Which is not optimal and will have to create 10 rules for 10 values and if a new value is entered need to remember to add another rule.

Instead there should be a provision to use 'Same as' to pass values from one field to another.

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  • Edgar Holguin
    Aug 2, 2022

    It would be great to have this feature, for us we could copy the field value to another one for baselining within a certain criteria and eventually compare for performance purposes after a period of time.

  • Jerimiah Rudden
    Feb 19, 2022

    Additionally we have comments we would like to carry over from features to ideas and that is not possible as we cannot copy text from one to the other. We would like to enter customer facing updates in the features and then post that exact same content on the associated idea but the automation rules do not allow for copying the text into a custom field on the ideas.

  • Jerimiah Rudden
    Sep 27, 2021

    Our use case for this idea is that we are migrating to a new instance of Aha! and we want to be able to display the actual create date based on the system date of an idea or feature. When migrating that data is lost as the import will use the date of the import for the system date. As an example if we imported everything on Sept 27, then the create date will be Sept 27 even though its 3 years of data.

    As a workaround we will create a custom field for create data and use the API to update that each night. It would be much better if we could set up an automation rule to populate the custom field with the date to be the same as the create date when the field is blank..

  • Raja Shekher Kammara
    May 10, 2021

    Dear Team,

    This is a very simple yet powerful feature. Could you please add this to your roadmap. We cannot integrate Goal Record with JIRA Field and with the help of this idea we can atleast 'Copy' the value of Goal field value to a text and then integrate with a JIRA Custom field. This is a blocker for us. Appreciate if you could implement this asap.


    Regards,

    Raja Shekher Kammara

  • Ryan Johnson
    Oct 28, 2020

    Don't understand why this wasn't part of original use-case for the automation functionality. Its simply referencing the new value in the field that kicked off the automation. You can accomplish via webhooks or API calls in other systems, would be nice to not have to do that outside setup from the tool.

  • +14
10 MERGED

Automation rules should allow passing a value from one field to another field

Merged
Want to be able to Pass eg; values from categories to a custom field either on Ideas or features based on a condition instead of setting rules for each value of the category. So if I have 10 value in my category, I have be build 10 different rules...
Guest almost 2 years ago in Account settings 0 Future consideration
16 MERGED

Automation: As part of the "Action" clause, when using the "update the field" option, I want to set the field to be "the same as" another field

Merged
As an example, when I add a feature to an epic, I want to automatically update the goal and initiative of the feature to be "the same as" the epic. Another example: idea categories can't be carried over to features. I might create a custom field i...
Dale Potter about 2 years ago in Account settings 1 Future consideration