Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
You may have noticed when you promote an idea to a feature, the status changes to Planned. This is an automated action that depends on you using the Promote idea to feature action.
Idea status changes are driven from three actions:
- When you promote an idea to a feature, initiative, or master feature
- When you complete a feature, initiative, or master feature that's linked to an idea
- When you manually change the status of that idea
Promoting an idea to a feature or initiative causes the status of that idea to change to the first status that's in the category "In progress". If you customize the default Ideas workflow, be aware that you should ensure that if you want this automation, you need at least one status in the category of "In progress".
Note: Linking an idea to an existing feature does not automate a status change so you must manually change the status if you wish to.
You may have noticed that there's a rectangle around the status of "Shipped" in the status category of "Done" as well. This is because it's the next status that will automatically be changed based on feature statuses. When you change a feature's status to "Shipped", it will drive the status change of the Idea to the first status that is in the status category of "Done".
Note that by default the feature status of "Shipped" is in the status category of "Shipped". If you change your statuses, ensure that at least one is the category of "Shipped" to ensure this automation is available.