Automations

What is the challenge? In workflows with fixed transitions, sometimes we want to move to gate transitions usings approvals, but sometimes we want to trigger the transition using automations based on a required field. In order to accomplish this be...

What is the challenge? have requests come in that really don't require triage or roadmapping and just need to go to the teams to investigate. We would like to just promote those from Idea to requirement on a trigger or timing and have them lin...

What is the challenge? New conditional choice fields are not supported in automation rules. What is the impact? Unable to create rules based on choice field values. Describe your idea. Show choice field options when setting up automation rules.

What is the challenge? Currently, document automation rules do not include a trigger for publishing. Teams often use document workflows to manage revisions, approvals, and publication, but they cannot automate actions that should happen at the...

What is the challenge? When an automation is set up to move a record to a new status, it will not fire when there is a missing required field for that new status. A message shows indicating this in the automation logs, but there is no indication o...

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same text fields across records. What is the impact? We often plan our work b...

What is the challenge? History audit events for a record are grouped using a sliding 5-minute window. If multiple audit events happen within 5 minutes of each other, the UI later collapses them into a single grouped history record instead of pre...

What is the challenge? Currently, automation rules do no support actions to make updates to records with dependency links/relationships What is the impact? Cannot keep dependency records linked such as automating status updates between records D...

What is the challenge? Currently, it's not possible to set custom fields on an Approval, when one is created via an automation rule. What is the impact? Important information is not visible directly on the Approval. Approvers must navigate to the...

What is the challenge? Need to update existing releases with language that was refreshed in a Template. What is the impact? We use 10 different Templates and have about 100 Releases in progress, which makes the copy-paste troublesome. ...