There are hundreds of ways you can customize Aha! to match how your team works. Some teams may wish to go beyond custom statuses or terminology and add their own custom extension to the Aha! data model; custom tables enable exactly this.
By managing this information directly in Aha! you can make better prioritization decisions and share the most important information related to your product plans and roadmaps. For example, you could make a custom table to manage a central list of key strategic customers. Markets or opportunities can be centrally located and visible across your organization. What you track with custom tables is completely flexible and up to you -- in all cases, you can then easily link what is being tracked to your product initiatives, features and ideas for a single view into roadmap impact.
Custom tables, available to Enterprise+ customers, further extend our custom field capability so that you can truly design the way you manage important information. With custom tables, you enhance full records with as much supporting detail as you wish, and associate the whole record to your Aha! roadmaps with a single link.
How it works
A custom table is a collection of records organized in a table with data defined by custom fields. The information can be managed within Aha! and can also be programmatically imported and kept up-to-date through our API.
Product owners and contributors on the Enterprise+ plan can define and configure custom tables in three steps
- Create a custom table under Settings -> Account -> Custom tables and click the “+ icon”
- Add custom fields to your custom table. Note: The value in the first field will be used as the identifying name for the row's record when it appears in Aha!
- Link your custom table to existing data via two new custom field types, the Master-detail relationship and the Many to many relationship.
Product owners and contributors on the Enterprise+ plan can add records to any custom table in the account. Custom table records are associated with a product or product line. They can be viewed and edited from a given product or product line under Product-> Custom tables. Each tab represents a table with data in the selected product. To add the first record to a custom table within a product, click the "+ icon" and select the custom table from the "Create record for" dropdown. Once the first record has been added, the records can be accessed and edited through the new corresponding tab.
The master-detail relationship allows you to create a custom table that appears and can be edited inline within another record, such as a budget table where you can track costs associated to a strategic initiative.
Many to many relationship
The many to many relationship custom field functions similar to a tag field. It allows you to associate multiple records from a custom table to a record in Aha!, such as associating "Customers" to a feature.
What makes the custom table especially powerful is that by clicking on the tag, you can open up a detail drawer for that specific record allowing you to instantly drill down and view key information for the underlying record then quickly get back using the back button.
When adding a many-to-many field, you can specify which custom table records are available for selection from the "Record visibility" setting on the custom field.
- Entire account: will display all records in the account. While all records are available for selection, the user will only see those available for their user permissions.
- Product and parent product lines only: will only display records that are in the current product and those inherited by the parent product lines.
Custom tables allow you to extend the Aha! data model and bring data together. As with all data in Aha!, the data in a custom table is fully reportable. You can generate lists, pivot tables, charts and even timelines off of your new custom tables.