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Status Shipped
Categories Features
Created by Guest
Created on Apr 10, 2017
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-8802 Sync goals between parent and child records.

Auto-assign goals of an initiative to a feature assigned to that initiative Merged

 

When I assign an initiative to a feature, I would expect the goals that initiative satisfies to be automatically assigned to that feature, but they are not.  It would be good to auto-populate the goals of feature based on the assigned initiative, but still allow useres to edit them.

  • ADMIN RESPONSE
    Jul 22, 2022

    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! and may help with this idea.

    In this case you would want to create an initiative automation rule like this

    • When the initiative's goal is changed to add 'goal x'

    • Then update the feature's goals to add 'goal x'

    A separate rule would be needed for each goal.

    Learn more about automation rules.


    We will leave this idea open to consider a more tailored solution for this idea in the future.

  • Frank Fuchs
    Reply
    |
    Nov 4, 2020

    please don't do this. this is a preference choice and would break the current default. Make it a user default behavior if at all. And if you are not using Goals to Initiatives to Features in a Hierarchal form you are just creating a big mess.

  • +1
20 MERGED

Goals and Initiatives - Recognize Pre-existing Relationships When Assigning to Features

Merged
We have defined Goals and Initiatives in our Aha instance, and each Initiative is linked to a specific Goal or GoalsBut when you add an Initiatve or Goal to a feature, it doesn't enforce this relationship. That is the problem: we would like Aha to...
Danny Archer over 9 years ago in Strategy 1 Shipped