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Status Shipped
Categories Epic
Created by Guest
Created on Aug 17, 2018

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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.

Default 'Goals' and 'Initiative' through to the Features when set for a Master Feature (Epic) Merged

When I set the values of 'Goals' and 'Initiative' in an Epic, those choices should be automatically set for the Features within that Epic.  As it is now, I need to go into each of the Features and set those values.

  • 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 a master feature automation rule like this

    • When the master feature's initiative is changed to 'initiative x'

    • Then update the feature's initiative to 'initiative x'

    A separate rule would be needed for each goal or initiative.

    Learn more about automation rules.


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

  • Daniel Gort
    Reply
    |     Apr 25, 2022

    This looks like it may be a similar idea to: https://big.ideas.aha.io/ideas/A-I-8802

  • Daniel Gort
    Reply
    |     Apr 25, 2022

    This automation rule, works when updating the Epic and cascading to existing features that are already linked to it.
    However, the more common use case of adding a new feature and then linking it to the Epic does not seem to be covered by the available automation rules.

    I would need an additional option as part of the trigger to have a comparison on a related record.

    Example:

    • When a feature is created or updated and its "related record" "Epic" "Initiative" "is" "Initiative A"

    • The: "Update Field" "Initiative" to "Initiative A"

    This would increase flexibility of automation rules (which I am sure is an Idea elsewhere)


    However, even then this is not a scalable solution, since I would need to create 2 automation rules for each new initiative.

  • Karie Kelly
    Reply
    |     Jan 29, 2020

    When it doesn't default, then it can impact reporting because because we are relying on a manual updates which is flawed. 

3 MERGED

Features inherit things like Initiave and Goals from Epic

Merged
I find myself constantly checking every feature in a Story Map to make sure that the Goals and Initiatives are correct. If a feature is nested under an epic, it should (maybe?) inherit certain criteria from that epic.
Joseph Flynn almost 4 years ago in Epic 0 Shipped
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