Design is a critical part of any project workflow — but searching for a design file's link wastes time and patience that could be better spent crafting lovable features. The InVision integration centralizes that link on your Aha! record with a preview of its contents. Zoom in on the part of the file you need right from the record, or click on it to open it in InVision.
Click any of the following links to skip ahead:
Prerequisites
Action |
User permissions |
Install the extension |
|
Enable the extension |
Install the integration
Integrations like this one rely on Aha! Teamwork extensions, which extend the functionality of your Aha! Teamworks account. While administrators need to install them, users with any permission level can enable or disable them in their personal settings.
To install this integration in your Aha! Teamworks account, click the Install link from this table:
InVision |
Once you click Install and authenticate your Aha! account, you will be taken to your account settings at Settings ⚙️→ Account -> Extensions.
Click Install extension.
Congratulations! Your extension has been installed.
Add the InVision field to your custom layout
Now that the InVision extension is enabled, you need to add the InVision custom field to your work records. To do this, adjust the view layout for the record type(s).
Navigate to Settings ⚙️→ Account -> Custom layouts. You need to be an administrator with customization permissions to access this page.
Select the record type(s) that need to display InVision files. These are usually Aha! activities.
Select the layout(s) that you want to modify. Different teams in your Aha! account can use different record layouts, so be sure to select the right one.
Records have two types of layouts: one for when they are first created, and one for when they move through their workflow. Select the [Record] View layout tab to adjust this second option.
From the left-side Extension fields option, search for or scroll to find your new InVision extension field. Then, drag it onto the appropriate place on the example record layout in the center of the screen.
Hover over the Impacts workspace(s) list with your mouse to confirm that you have adjusted the right layout for your team. Lastly, click Save layout.
You can also navigate to your team settings (Settings ⚙️→ Team -> Configure -> Custom layouts) to confirm that a given team is using the appropriate record layout.
Link an InVision design file to a record
Congratulations! You are ready to use the InVision extension. Anyone who can edit records in your Aha! account can now add InVision design links to an Aha! record.
Open the Aha! record and scroll down to the InVision custom field.
Paste the InVision file's link into the field.
If you or anyone on your team sees an error that the InVision extension is disabled, check your personal settings at Settings ⚙️→ Personal -> Extensions to ensure the InVision extension is enabled for your user. Again, this step exists so users only see the extensions that are relevant to their workflows.
View InVision files in your Aha! account
Time for the InVision extension to get to work. After logging in (or creating a new InVision account), users in your Aha! account will see the InVision file's thumbnail on the Aha! record. They can click the thumbnail to open the file in InVision, where they can view or edit it if they have the appropriate InVision permissions.