Integrations Update Window- Rules & Scheduling Ability

We need the ability to set rules for the integrations update window (found in the settings gear) to specify what types of records we would like to import and when. This would allow for scheduled imports and filters on data attributes (such as status, tags, owner, etc) to help us streamline our integration processes.

  • Guest
  • Aug 22 2018
  • Future consideration
Release time frame
  • Attach files
  • Richard Cook commented
    December 12, 2018 17:02

    I vote yes....I would like an import schedule created of my user stories from Rally that have an Accepted Date of a selected range and a Name that does not contain "Aha"....this is something that I currently do manually today through the other import options and it takes considerable time

  • Matthew Lynn commented
    24 Apr 00:27

    This would be great. I'd like to have a rule to automatically import only Epics or Stories that are attached to an epic (so Aha! doesn't get cluttered up with developer "quick fix to this widget" tasks).

  • Admin
    Austin Merritt commented
    24 Apr 13:45

    Hi there. The auto-import options works the way you mentioned. Choose the Automatically import new records option in the Enable step of your integration. This will only automatically import records that are children of a previously linked parent record. For example, user stories added to an epic in the development system. This article explains in more detail.

  • Matthew Lynn commented
    24 Apr 18:23

    Ah – Fantastic, thanks Austin. Wasn’t aware of that.

    Matthew Lynn