Create automated conditional workflow

Enable ability for Admins to set up automated next step actions once certain conditions have been met. For example, I'd like to route certain Ideas with specific keywords (or selected options in other fields) in the Idea Name field to be re-assigned to a certain assignee.

  • Thomas Koo
  • Oct 20 2016
  • Shipped
  • Feb 13, 2020

    Admin response

    We are excited to announce a new automation capability for Enterprise+ customers.

    Automation rules can be used to streamline a variety of tasks in Aha!, including assigning ideas and updating statuses.

    Learn more and get started!

    Note - There are many use cases mentioned in this idea. Please create a new idea for any additional capabilities that you would like to see in automation rules.

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  • Guest commented
    14 Oct, 2019 12:31am

    Hi,

    I would like to automatically close out feature requests which have passed X days from the date I requested more information from the submitter, if the submitter has not responded.

    Use case: Sales guy submits a feature request. I ask him some questions in Aha and move the request state to need more info . He responds. Then I ask him some more questions in Aha with request status in need info. 50 days go by and no response from him. I would like to automatically have the system go and close out all such requests which are in need info state for over x days and submitter has not responded.

  • Kevin Pham commented
    3 Feb, 2017 04:20am

    How about a notification and status change when Ideas get a certain number of votes?

  • Russell Swisher commented
    31 Oct, 2016 07:01pm

    I would like to be able to say that when a status of an initiative changes, (say shipped) that I can link it up to ideas such that all the statuses of those related ideas are also shipped.  This is currently a manual process.

  • nicole zinna commented
    20 Oct, 2016 02:49pm

    PLEASE MAKE THIS HAPPEN