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Status Shipped
Categories Epic
Created by Guest
Created on Aug 17, 2018
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
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    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 over 3 years ago in Epic 0 Shipped