Aha! Ideas | Workspace settings

Workspace-level settings affect a particular workspace in your Aha! Ideas account. This article will explain each workspace setting in the Workspace section of the workspace settings.

Open your workspace settings by navigating to Settings ⚙ Workspace. You will need to be a workspace owner to do this.

Click on any of the following links to skip ahead:

• Configure: custom layouts

• Terminology

• Note templates

• Automation (Advanced plan)

• Workflow approval groups

Configure: Custom layouts

The first setting section helps you to adjust the way that fields are laid out on ideas, votes, and forms in your workspace and ideas portals.

To create, edit, or delete a custom layout, you will need to be an administrator with customization permissions ((navigate to Settings ⚙️ Account Custom layouts to do this), but workspace owners can select which layouts get applied to the record types in their workspace.

You can choose to Inherit record layouts from the next level up in your workspace hierarchy. You can also work through each of the available record types and decide one-by-one whether you would like to inherit or select your own custom layouts.

• Ideas

• Ideas portal — Ideas

• Proxy votes (Available to Ideas Advanced users and Aha! Roadmaps accounts created before October 20, 2020 include this functionality)

• Ideas portal — Proxy votes (Available to Ideas Advanced users and Aha! Roadmaps accounts created before October 20, 2020 include this functionality)

For each record type, use the custom layout dropdown to select the layout you want the record to display in your current workspace. If you want to edit the custom layout you have selected (and you have the proper user permissions), hover over a record type and click Edit layout.

You can also edit, create, and select a custom layout for each of your portals from portal settings. By default, the portal will use the layout assigned to each workspace within workspace settings. If you choose a different layout in the Custom layout dropdown in portal settings, it will only apply to this portal and not any other portals that include this workspace.

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Terminology

Your team will work best in Aha! Ideas if they can work with language that they are used to. Your team might want to refer to ideas as "requests," for example.

The Terminology setting section allows you to customize the names of Aha! Ideas record types in your workspace — or use the default Aha! Ideas terminology.

• Select Use default terminology if you would like to retain the default terminology for your workspace.

• Select Customize terminology to customize the terminology for workspaces and ideas. You can also click this option to see the default terminology and adjust it as needed. Click Update terminology to save your changes.

The names you enter in this menu will be displayed everywhere in the workspace except the Settings pages.

Note: If you choose to customize the terminology for a workspace, Aha! Ideas will display your customized term in any place that it refers specifically to that workspace. Aha! Ideas will still use the term “workspace” when referring to the general concept of a workspace or to a group of workspaces.

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Note templates

Note templates provide a ready-to-use format for the types of notes you create most. Aha! Ideas offers a library of note templates to choose from when you create a new document. If you have specific details pertinent to your team that you want to include in a note template, create your own custom note templates in workspace settings. Shared note templates can be inherited from a workspace line, so you can drive consistency across teams and establish a standard approach for capturing information.

If you want to share a template across multiple teams, we recommend creating it at the highest level in your hierarchy so that it can be inherited by any workspace lines and workspaces within it. You must be a workspace owner to add a note template.

From the Note templates section, click the Add note template button. Use the text editor to customize the note template to your needs — add tables, images, and more.

After templates have been created, you can hover over them to view the actions available, including View, Edit, or Delete. You will also see any note templates that were created at a higher workspace line. If you have permission to access that workspace line, you will be able to edit the note template created there. Click View to navigate to that workspace line's Note templates settings.

When you are ready to use a note template you have created, you will find it in the Custom section of your template library.

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Automation (Advanced plan)

If you are an Ideas Advanced customer, you can create automation rules in your workspace automate important tasks so that you can focus on prioritizing feedback, interacting with your users, and capturing innovative ideas.

Automation rules have two parts: triggers and actions. Each rule starts with a trigger. If the trigger occurs, then the actions you define will run automatically.

You can use automation rules to assign ideas in specific categories to the right users, notify Aha! users when certain fields are updated, or to create standardized to-dos when an idea reaches a certain stage in its workflow.

Read this article for more information on automation rules.

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Workflow approval groups

Workflow approval groups are groups of Aha! Ideas users that approve or reject approval to-dos in a fixed custom workflow. You will use them in four different areas in your Aha! Ideas account:

• Create the workflow approval group at the account level. Choose a name that defines the group, such as Marketing or Design.

• Populate the workflow approval group users at the workspace level.

Read this article for more information on workflow approvals.

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