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Status Future consideration
Categories Account settings
Created by Guest
Created on Nov 12, 2021

Add "Worksheet" fields to Automation Rules

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.

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  • Guest
    Sep 15, 2025

    I would like to have this ability so that I could update a field based on a worksheet value.
    Scenario: I am using a worksheet field on a Company Initiative to calculate the RAG statuses for it's related workspace Initiatives. I need the ability to have that end result calculation populate the RAG status for the Company Initiative.

  • Guest
    Dec 5, 2023

    @Nathaniel -- This would be great if worksheet fields could be updated with the automation. A use case here is to capture a date when another field is updated as a time stamp for future reference. We are using a worksheet rather than individual custom field because we are capturing many date fields and want to be efficient in the layout.

  • Guest
    Jun 11, 2022
    This would be very helpful idea. based on custom equation value , I should be able to update different field or a related record with automation rules.
  • Aha!
    Nathaniel Collum
    Nov 12, 2021

    Thanks for sharing this idea. Would the worksheet values drive conditions in the automation? If not, what did you have in mind?

  • +1
25 MERGED

Trigger automation from a custom worksheet update

Merged
My use case: I've created a worksheet on master features that looks at all features in a master feature and presents the min and max dates. I want the master feature's "Start on" and "Due on" dates to be driven by this worksheet's calculated dates.
Nathaniel Collum over 5 years ago in Application 2 Future consideration