This article discusses functionality that is included in the Enterprise+ plan. Please contact us if you would like a live demo or would like to try using it in your account.
This article is one of a four-part collection on team custom tables:
Custom tables are powerful tools by themselves, but you can also link custom tables together, then report on the ways that the tables affect each other without the need to enter the same information in both tables.
In this article, we will use an example of product components being applied to markets with two custom tables, one for product components and one for target markets.
Link which markets are associated with specific product components
Often products are comprised of multiple components and you want to see which ones are related to specific markets. In our example, the components custom table can be updated to include the target markets that are associated to it, by adding it as a column of data.
To link the two custom tables together add a many-to-many custom table relationship field to the product components custom table, linked to the target markets custom table.
Communicate how many features are related to specific markets and product components
Once the two tables are linked, use pivot tables to highlight interdependencies, such as (in our example), how many features are related to each market and component.
You can invite other members of your team to the conversation by sharing your pivot table as a saved view, adding it to a custom dashboard, or adding it to an Aha! Roadmaps presentation.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.