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Status Future consideration
Categories Account settings
Created by Mark Taylor
Created on Dec 12, 2018

Allowing filtering when creating product relationship custom field

Currently if you create a custom field of type Aha! record relationship - Products field then the values available for users of that field see the entire product hierarchy.
We need to be able to filter that down to a specific Product Line and/or Product Line Type.

This came about from following your best practice article for complex products here https://support.aha.io/hc/en-us/articles/205062619-Best-practices-for-managing-complex-product-bundles. Which requires a 'Solutions' custom field. This needs to be able to be tied down to only the 'Solutions' part of the Product Hierarchy. 

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  • Tim K
    Reply
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    Jan 20, 2022

    This is a really great idea for organizations that want to see effort alignment in a few different ways. Filtered choice lists for relationship fields would really help for Aha hierarchies where we're capturing multiple organizational constructions - I.e. a divisional slice, a vertical slice, and a digital product management slice. A single product/workspace record may need to relate to both a divisional and vertical line strategy.

    Also completely agree that it makes the Best Practices for managing solutions pattern much more sustainable.

  • Mark Taylor
    Reply
    |
    Feb 21, 2019

    This would be really useful, and I'm assuming not a huge effort as the filtering already exists on some custom fields, just not all.