Convert features to other record types

Just because you first created a record in Aha! as a feature does not mean it must stay that way forever. You can easily convert features to one of three other record types: initiative, requirement, or master feature.

There are, of course, a few exceptions:

  • Development tool integration: You cannot convert any feature that you have already synced with a third-party development tool such as Jira or Rally. If you attempt to convert a synced feature, you will receive an error message.
  • Features with requirements: You cannot convert any feature with existing requirements. If you attempt to convert a feature with requirements, you will receive an error message. Before you convert, you must either promote each requirement to a feature or move them to another feature.
  • Lost links and fields: Converting a feature may result in it losing parent/child links or custom fields that the new record type does not support. 

Convert a feature to a requirement

Click the More options button and select Convert to requirement, then select the feature to add the requirement to.

convert-to-requirement2.png

As mentioned earlier, requirements do not support all of the capabilities of features, so converting may lose some information including:

  • Custom field values (requirements do support custom fields, but the values will not carry over from the feature when you convert)
  • Aha! score
  • Assigned user
  • Watchers
  • The feature type
  • Goals and tags
  • Links to other features or initiatives

Once you click the Convert to requirement button, the feature will immediately be converted and Aha! will redirect you to the details of the requirement in the parent feature.

The converted feature will no longer appear on the features board. You can view the individual requirements in the feature card or you can view all requirements by creating a features list

Convert a feature to a master feature

In order to convert a feature to a master feature, you must first have master features enabled in your settings.

Click the More options button and select Convert to master feature. Your feature will immediately be converted to a master feature under the same release and Aha! will redirect you to the details in the new master feature. 

convert-to-master-feature2.png

You can view all of your master features across all releases by toggling between Features and Master features buttons on the features board. Or, you can view master features within specific releases on the features detail view, where you can choose specific releases from the dropdown. 

Master-feature-details2.png

Convert a feature to an initiative

Click the More options button and select Convert to initiative. Your feature will immediately be converted and Aha! will redirect you to the details in the new initiative. 

convert-to-initiative2.png

 

You can then view all of your initiatives by navigating to Strategy > Initiatives

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Powered by Zendesk