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Account settings

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Improve performance of workspaces page in account settings

What is the challenge? Managing large workspace hierarchies in Account settings is slow and cumbersome The workspace picker can take a long time to open, the Workspaces page loads slowly, and drag-and-drop reordering feels laggy and can misp...
Nathaniel Collum 3 months ago in Account settings 0 Shipped

Add document workflows to workspace templates

What is the challenge? Currently it's possible to set all workflows in a workspace template except Document Workflows What is the impact? Users are unable to easily set workflow standards for documents Describe your idea Add the docu...
Stephanie Lechner 3 months ago in Account settings 0 Shipped

Better option for managing lots of custom field choices

Currently if there are over 500 choices in a custom field, e.g. predefined choice list, the user is forced to use the Manage options area which doesn't allow for easily adding multiple new choices.
Peter Whisenant 5 months ago in Account settings 0 Shipped

Support restoring key results from the Recycle bin

What is the challenge? When a key result is deleted, there is currently no way to restore it from the Recycle bin. What is the impact? Teams risk losing important progress data and historical context if a key result is deleted unintentiona...
Nathaniel Collum 5 months ago in Account settings 0 Shipped

Add ability to easily trace record history for deleted, copied or converted records

What is the challenge? When a record is no longer discoverable through standard Aha! searches, there needs to be a straightforward method to access its historical details. What is the impact? Enhances audit trail capabilities Addresses...
Kristina Gass 6 months ago in Account settings 0 Shipped

Add ability to filter by fields within the recycle bin

What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...
Kristina Gass 6 months ago in Account settings 1 Shipped

Extend audit filtering to include record and action types

What is the challenge? Looking for ability to search on create/update/delete history for users What is the impact? Need to scroll through account settings > all history in order to find action Describe your idea Extend audit filtering to includ...
Kristina Gass 6 months ago in Account settings 0 Shipped

Recycle bin search is not in order

What is the challenge? The recycle bin has things from the same date on page 1 and the end of the recycle bin. Also, you cannot search by record reference number making it very difficult to find and restore a record sometimes What is the impact? L...
Russell Glenn 8 months ago in Account settings 0 Shipped

Make the process of changing requirement status calculations work better.

What is the challenge? If you change the category of a status to 'done', existing records with that status will not pick up the new change in progress calculations What is the impact? Progress calculation will be incorrect on some records which le...
Karen M 10 months ago in Account settings 0 Shipped

Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter 12 months ago in Account settings 1 Shipped