Account settings

Showing 687

Conditionally required fields

What is the challenge? Currently, a field cannot be required based on the value of another field. A few example use cases: If field A is selecting a Category from a dropdown menu: "User Experience", "Performance", or "Security," then field B w...

Guest about 11 hours ago in Account settings 0

1 VOTE

Copy workspace hierarchy

We have been trialling a workspace hierarchy and now want to roll it out with proper settings. We want to keep the trial workspaces and copy the hierarchy to create new workspaces.

Wade Parker about 18 hours ago in Account settings 0

9 VOTE

Include custom worksheet fields in custom card layout

What is the challenge? Currently, custom worksheet fields can't be included in a record's card layout What is the impact? Can't show custom worksheet fields visually on a card layout. This means that you have to click into the record's vie...

Terence Osmeña about 1 month ago in Account settings / Features 0 Already exists

2 VOTE

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 12 days ago in Account settings 0 Likely to implement

3 VOTE

Allow reporting on User object

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...

Michael Bruner 17 days ago in Account settings 0 Future consideration

4 VOTE

Support clearing custom text fields in automation rules

What is the challenge? There is no mechanism to clear values or set a custom text field to be blank in an automation rule What is the impact? Users are not able to set these fields as blank in an automation rule Describe your idea Pr...

Stephanie Lechner 23 days ago in Account settings 0 Future consideration

83 VOTE

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...

Sanchit Jain over 3 years ago in Account settings 3 Future consideration

105 VOTE

Associate the same custom field to more than one Aha record type

I've seen this mentioned a few places, but the Aha! staff seems to keep deferring to custom tables as being the answer, which isn't the need. When I create a custom field - let's say the customer's name or the segment impacted - I want to add it t...

Karie Kelly about 4 years ago in Account settings / Ideas 8 Future consideration

4 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin 2 months ago in Account settings 0 Future consideration

4 VOTE

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter 2 months ago in Account settings 0 Future consideration

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