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Showing 23 of 26

Add ability to set system wide automation rules

What is the challenge? I need to implement automation rules for the entire org for Ideas. What is the impact? I have 50 workspaces that need the same automation rule for Ideas. I cannot use the workspace template because we only require a unified ...
Leanne Miller over 1 year ago in Automations 0 Future consideration

Aha! Automation Needs Improvement

I have a mandatory custom field in Aha! Feature’s form and I would like the field to be non-editable once the release is approved through fixed workflow statuses, so that people could not make any changes there and any exception changes should go ...
Ankush Kumar over 2 years ago in Automations 1 Future consideration

Add option of "Any Approval" or "All Approvals" for Approval To-Do created manually or via automation with Flexible Workflow

SITUATION: We have set up an automation rule to create an Approval To-Do record under a Feature when a certain condition is met (this is extremely helpful to help users know when an Approval To-Do should be used) After the Approval To-Do record is...
Roger Oliver over 5 years ago in Automations 3 Shipped

Automation rule builder should let me pick statuses in any workspace

Automation rules let you set the status on related records. The related records could be in any workspace. Currently, the rule builder only lets you select a new status from the current workspace's workflow. But the workspace of the related record...
Kelly Sebes almost 5 years ago in Automations 0 Shipped

If a new workflow is applied to a workspace, update any affected Automation rules

When you select a new status workflow for a workspace (any record type) it forces you to remap existing statuses to the new statuses. We should also update any automations to use the new statuses using the mapping the user selected when changing t...
Todd Meyer almost 6 years ago in Automations 0 Future consideration

Enable Automations Based on Integrations

What is the challenge? I am a PM and want to automate changing statuses once a feature and subsequent requirements are sent to Jira. This is a manual process now that I might forget after manually sending a record to Jira. What is the impact? This...
Guest over 1 year ago in Automations 2 Future consideration

Allow Workflow Approvals to utilize the same options as the Automation Approvals

It would be helpful if the Workflow Approvals and Automation Approvals could utilize the same options. We have workflows where we would like to assign the Approval to the user who was assigned to the user story, rather than to a workflow approval ...
Stephen McAdams over 3 years ago in Automations 0 Future consideration

Automations: Add a fire webhook action

Automations are great. It would be fantastic if we could set up an automation so that a specific event triggered a webhook. For example: Idea status updated to Shipped - Fire webhook. This would enable various workflows -- such as notifying a grou...
Danny Archer over 5 years ago in Automations 0 Future consideration
1 MERGED

Ability to Customize Status Categories

Merged
I can't find any setting that would allow for the customization of the Category labels. In our Project Management model our work overlaps with our Commercialization Process which uses different statuses over the life of the workflow. I have been u...
Colonie Martin over 2 years ago in Roadmaps 0 Shipped

Ability to update Requirement or other record fields based on a query

We use a series of standard Requirements for each feature flowing through the pipeline. Depending on the values in certain fields, some of those requirements are not applicable. Automation lets me change the value of the workflow status, for examp...
Guest over 2 years ago in Features 0 Future consideration