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6
VOTE
4
VOTE
Automation rule on dates should allow for ranges, today etc. vs. an exact date
When creating automation rules around dates, it would be helpful to have options that key off of the date vs. have direct hits on the date. For instance, when date field updates to TODAY, do action. When due date is Within 14 Days, do action. The ...
1
Future consideration
9
VOTE
Allow referencing Notes fields in custom worksheet formulas
I'd like to reference a custom note field in a custom worksheet on an Initiative record to identify if data is missing or incomplete. For example, the assumption is if a custom note field has less than 50 characters, then it's incomplete and requi...
0
Future consideration
9
VOTE
6
VOTE
Restrict workspace type for new workspace set up
We have come across the issue of team members setting up different workspace types in our Business Line. This makes reporting complicated as the status do not line up. There should be a way to restrict workspace types for new workspaces with admin...
0
Future consideration
9
VOTE
Required fields to be excluded from features in the parking lot
Required fields cannot be excluded from features in the parking lot currently. However, it would make sense that if you have a feature under your parking lot is because you still have to define certain things and you may not count at that time wit...
0
Future consideration
9
VOTE
Configure global search filters
It would be great if I could filter the results that are returned by global search and to transactionally turn filtering off. For instance, when searching for an idea, I am usually only concerned about a single workspace. I usually don't want to s...
3
Future consideration
9
VOTE
Allow worksheets to lookup fields from many/many relationship field
In the same way you are able to reference a property on a custom table via the many/many relationship custom field, it would be great to be able to reference properties on standard record types via the relationship link.
For example, on a featur...
0
Future consideration
8
VOTE
Ability to vary a team's cost by calendar year
A team will have a defined cost that is applicable for the calendar year. When putting together a multi-year plan, there needs to be a way to account for factors that will cause the team's cost to increase (e.g. inflation). There needs to be an ab...
0
Future consideration
3
VOTE
Ability for a user to see what permissions they have
Our Aha! admin team frequently gets asked "Do I have a paid seat and which workspaces do I have edit permissions for". And so every time, someone from the admin team has to go take a look in the user admin area and report back. This causes an unne...
0
Future consideration
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