Aha! Roadmaps | Field identifiers for advanced equations

Advanced equations allow you to quickly access and analyze highly customizable metrics that impact your team. These metrics may include any combination of data elements in Aha! Roadmaps — including key decision-making factors like initiative costs, revenue projections, or scheduling estimates.

Add advanced equations to custom worksheets using the equation builder. These equations can calculate static fields and/or any data object that is linked to your record. Any custom worksheet you create will update automatically as you and your team make updates throughout your Aha! Roadmaps account. Custom worksheets are available to Enterprise+ Aha! Roadmaps users.

This article lists the fields that are available to you to reference in an advanced equation for each record type. Use it in conjunction with the syntax rules for building advanced equations.

Also, note that some field identifiers allow you to use logical operators to filter the data your equation will analyze.

Click any of the following links to skip ahead:

Workspaces

Field identifier

Description

Example

name

Returns the workspace name as a string.*

self.name Fredwin Cycling

description

Returns the workspace description as a string.

self.description Fredwin Cycling enables competitive and recreational cyclists to train harder, connect with friends, and enjoy every moment on their bike.

parent

Returns information about the workspace's immediate workspace line based on fields you append to self.parent.

The field type depends on the appended field.

self.parent.name Fredwin Software

children[]

Returns a comma-separated list of the workspace's children, based on fields you append to self.children[].

The field type depends on the appended field.

self.children[].name Fredwin Cycling, Fredwin Running, Fredwin Swimming

goals[]

Returns a comma separated list of the workspace's goals.

self.goals[].name #1 in social fitness cycling software, Triple revenue YoY, Top rated social fitness cycling apps, Largest partner ecosystem

count(self.goals[]) 4

initiatives[]

Returns a comma separated list of the workspace's initiatives.

self.initiatives[].name Enhance Tour de California coverage, Launch Giro d'Italia site, Mobile Fredwin Cycling Tracker App upgrades, Partner self-serve sponsorship portal and API, Support Galileo GPS system

count(self.initiatives[]) 5

ideas[]

Returns a comma separated list of all ideas associated with the workspace.

self.ideas[].reference_num FRED-I-3, FRED-I-25

releases[]

Returns a comma separated list of the workspace's releases or schedules.

self.releases[].name iOS v42.3 Release, Giro d'Italia Web Release, Android v3.24 Release

count(self.releases[]) 3

watchers[]

Returns a comma separated list of the workspace's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

color

Returns the hex value for the workspace's color as a number.

self.color 4243367

reference_prefix

Returns the workspace's reference prefix as a string.*

self.prefix FRED

id

Returns the workspace's ID as a number.

self.id Unique ID for your workspace

*These fields can be used to filter results using logical operators.

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Goals

Field identifier

Description

Example

name

Returns the goal name as a string.*

self.name #1 in social fitness cycling software

description

Returns the goal description as a string.

self.description We want Fredwin Technologies to be known as the top rated social fitness software company in the world. In order for that to happen, we need each of our applications to be top rated. As our flagship product, Fredwin Cycling should lead the way. We need 50% marketshare increase in order to be the true #1.

status

Returns the goal status as a string.*

self.status On track

parents

Returns information about the goal's immediate parent(s) — workspace line goal(s) that the goal rolls up to — based on fields you append to self.parents[].

The field type depends on the appended field.

self.parents[].name #1 in social fitness software

children

Returns information about the goals children — goal(s) that roll up to it — based on the fields you append to self.children[].

The field type depends on the appended field.

self.children[].name #1 in active running software, #1 in active cycling software, #1 in active swimming software

project

Returns information about the goal's workspace based on fields you append to self.project.

The field type depends on the appended field.

self.project.name Fredwin Cycling

self.project.color 4243367

epoch

Returns the goal's Time frame value as a string.*

self.epoch Q1 2019

color

Returns the hex value for the goal's color as a number.

self.color 4243367

watchers[]

Returns a comma separated list of the goal's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

success metric

Returns the goal's success metric as a string.

self.success_metric +50% market share

features[]

Returns any features / activities associated with the goal (by their reference number) as a string.

self.features[].reference_num FRED-123, FRED-44

count(self.features[]) 18

initiatives[]

Returns any initiatives associated with the goal (by their reference number) as a string.

self.initiatives[].reference_num FRED-S-1, FRED-S-1

count(self.initiatives[]) 2

releases[]

Returns any releases / schedules associated with the goal (by their reference number) as a string.

self.releases[].reference_num FRED-R-5, FRED-R-14

count(self.releases[]) 1

reference_num

Returns the goal's reference number as a string.

self.reference_num FRED-G-11

id

Returns the goal's ID as a number.

self.id = Unique ID for your goal

progress

Returns the value of the field Progress.

self.progress Progress of your goal

*These fields can be used to filter results using logical operators.

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Initiatives

Field identifier

Description

Example

name

Returns the initiative name as a string.*

self.name Enhance event coverage

description

Returns the initiative description as a string.

self.description Drive a strong social presence around the event, and capture 60% of racers and 75% of the fans in attendance.

Become the go-to mobile app for this year's race.

assigned_to_user.name

Returns the name of the user the initiative is assigned to as a string.

self.assigned_to_user.name Bryan McCarty

status

Returns the initiative status as a string.*

self.status On track

parent

Returns information about the initiative's immediate parent (roll up to a workspace line initiative) based on fields you append to self.parent.

The field type depends on the appended field.

self.parent.name Partner integrations

children[]


Returns a comma-separated list of the initiative's children, based on fields you append to self.children[].

The field type depends on the appended field.

self.children[].name Expand participation, Expand social features, Improve trip planner

project

Returns information about the initiative's workspace based on fields you append to self.project.

The field type depends on the appended field.

self.project.name Fredwin Cycling

self.project.color 4243367

epoch

Returns the initiative's Time frame value as a string.*

self.epoch Q4 2019

color

Returns the hex value for the initiative's color as a number.

self.color 4243367

start_date

Returns the initiative's Start date value as a date.

self.start_date 10-08-2019

end_date

Returns the initiative's End date value as a date.

self.end_date 12-31-2019

presented

Returns the Show on charts value as a true / false boolean.

self.presented TRUE

watchers[]

Returns a comma separated list of the initiative's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

goals[]

Returns any goals associated with the initiatives (by their reference number) as a string.

self.goals[].reference_num FRED-G-5

count(self.goals[]) 1

releases[]

Returns any releases or schedules associated with the initiative (by their reference number) as a string.

self.releases[].reference_num FRED-R-5, FRED-R-14

count(self.releases[]) 2

epics[]

Returns any epics associated with the initiative (by their reference number) as a string.

self.epics[].reference_num FRED-E-5

count(self.epics[]) 1

features[]

Returns any features / activities associated with the initiative (by their reference number) as a string.

self.features[].reference_num FRED-123, FRED-138

count(self.features[]) 18

reference_num

Returns the initiative's reference number as a string.

self.reference_num FRED-S-5

id

Returns the initiative's ID as a number.

self.id Unique ID for your initiative

progress

Returns the value of the field Progress.

self.progress Progress of your initiative

*These fields can be used to filter results using logical operators.

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Releases / Schedules

Field identifier

Description

Example

name

Returns the release / schedule name as a string.*

self.name iOS v4.23 Release

description

Returns the release / schedule description as a string.

self.description Enhanced notifications and a collection of customer-requested enhancements.

status

Returns the release / schedule status as a string.*

self.status On track

parent

Returns information about the release's / schedule's immediate parent (roll-up release or roll-up schedule) based on fields you append to self.parent.

The field type depends on the appended field.

self.parent.name iOS releases

project

Returns information about the release's / schedule's workspace based on fields you append to self.project. The field type depends on the appended field.

self.project.name Fredwin Cycling

self.project.color 4243367

start_date

Returns the release's / schedule's Start date value as a date.

self.start_date 10-08-2019

release_date

Returns the release's / schedule's Release date value as a date.*

self.release_date 12-31-2019

external_release_date

Returns the release's / schedule's External release date value as a date.*

self.external_release_date 12-31-2019

external_date_resolution

Returns the release's / schedule's External release date value as a number.

  • Same as release date = 60

  • Year = 50

  • Half = 40

  • Quarter = 30

  • Month = 20

  • Week = 10

  • Day = 0

self.external_date_resolution 30

release_phases[]

Returns the release's / schedule's phases and milestones (by their reference numbers) as a string.

self.release_phases[].name Development

owner

Returns the release's / schedule's owner as a string.

self.owner Anne Smith

watchers[]

Returns a comma separated list of the release's / schedule's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) = 3

total_capacity

Returns the release's / schedule's total capacity (in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.total_capacity 31,680

capacity_units

Returns the release's / schedule's capacity units as a number.

  • Time = 10

  • Story points = 20

self.total_capacity 20

goals[]

Returns any goals associated with the release / schedule (by their reference number) as a string.

self.goals[].reference_num FRED-G-4

count(self.goals[]) 1

initiatives[]

Returns any initiatives associated with the release / schedule (by their reference number) as a string.

self.initiatives[].reference_num FRED-R-14, FRED-R-5

count(self.initiatives[]) 2

epics[]

Returns any epics associated with the release / schedule (by their reference number) as a string.

self.epics[].reference_num FRED-E-3

count(self.epics[]) 1

features[]

Returns any features / activities associated with the release / schedule (by their reference number) as a string.

self.features[].reference_num FRED-123, FRED-44

count(self.features[]) 18

reference_num

Returns the release's / schedule's reference number as a string.*

self.reference_num FRED-R-14

id

Returns the release's / schedule's ID as a number.

self.id Unique ID for your release / schedule

release_phase[].name

Returns the release phase / schedule phase name as a string.

self.release_phases[].name Development

release_phase[].description

Returns the release phase / schedule phase description as a string.

self.release_phases[].description Engineering team work.

release_phase[].start_on

Returns the release phase / schedule phase start date as a date.*

Input a phase's name in this field's brackets to return information on that phase.

self.release_phases[self.name == "Development"].start_on 10-01-2019

release_phase[].end_on

Returns the release phase / schedule phase end date as a date.*

Input a phase's name in this field's brackets to return information on that phase.

self.release_phases[self.name == "Development"].end_on 12-31-2019

release_phase[].milestone

Uses a true / false boolean to return whether the release phase is a milestone.

self.release_phases[].milestone FALSE

release_phases.id

Returns the release's / schedule's ID as a number.

self.release_phases[].id Unique ID for your release / schedule phase

progress

Returns the value of the field Progress.

self.progress

→ Progress of your release / schedule
→ Progress of your release / schedule phase

*These fields can be used to filter results using logical operators.

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Epics

Field identifier

Description

Example

name

Returns the epic name as a string.*

self.name Media outlet coverage

description

Returns the epic description as a string.

self.description Enhanced media outlet coverage to improve race awareness

status

Returns the epic status as a string.*

self.status On track

release

Returns the epic's release.

self.release.name FRED - Global heat map

watchers[]

Returns a comma separated list of the epic's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

score

Returns the epic score as a number.*

self.score 14

assigned_to_user.name

Returns the name of the user the epic is assigned to as a string.

self.assigned_to_user.name Bryan McCarty

start_date

Returns the epic's Start date value as a date.*

self.start_date 10-01-2019

due_date

Returns the epic's Due date value as a date.*

self.due_date 12-31-2019

original_estimate

Returns the epic original estimate (in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.original_estimate 960

remaining_estimate

Returns the epic remaining estimate (original_estimate minus work_done, in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.remaining_estimate 240

work_done

Returns the remaining epic work logged (total minutes logged using Log time) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.work_done 720

goals[]

Returns a comma separated list of the epic's goals.

self.goals[].reference_num FRED-G-4

initiative

Returns the epic's initiative.

self.initiative.reference_num FRED-S-4

features[]

Returns a comma separated list of all features or activities associated with the epic.

self.features[].reference_num FRED-123, FRED-44

count(self.features[]) 18

ideas[]

Returns a comma separated list of all ideas associated with the epic.

self.ideas[].reference_num FRED-I-3, FRED-I-25

tags[]

Returns a comma separated list of all features associated with the epic.

self.tags[].name French, German, 2019

reference_num

Returns the epic's reference number as a string.*

self.reference_num FRED-E-26

id

Returns the epic's ID as a number.

self.id Unique ID for your epic

progress

Returns the value of the field Progress.

self.progress Progress of your epic

*These fields can be used to filter results using logical operators.

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Features / Activities

Field identifier

Description

Example

name

Returns the feature / activity name as a string.*

self.name Enhanced language options

description

Returns the feature / activity description as a string.

self.description With our international expansion, we are also increasing language options in the app. Users should be able to select from English, German, Spanish, or French in settings.

status

Returns the feature / activity status as a string.*

self.status On track

release

Returns the feature's / activity's release.

self.release.name iOS v42.3 Release, Giro d'Italia Web Release, Android v3.24 Release

type

Returns the feature's / activity's type.*

self.type Improvement

release_phase.name

Returns the name of the release phase associated with the feature / activity as a string.

self.release_phase.name Development

release_phase.description

Returns the description of the release phase associated with the feature / activity as a string.

self.release_phase.description Engineering team work.

release_phase.start_on

Returns the start date of the release phase associated with the feature / activity as a string.

self.release_phase.start_on 10-01-2019

release_phase.end_on

Returns the end date of the release phase associated with the feature / activity as a string.

self.release_phase.end_on 12-31-2019

release_phase.id

Returns the ID of the release phase associated with the feature / activity as a string.*

self.release_phase.id Unique ID for your goal

watchers[]

Returns a comma separated list of the feature's / activity's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

score

Returns the feature / activity score as a number.*

self.score 14

assigned_to_user.name

Returns the name of the user the feature / activity is assigned to as a string.

self.assigned_to_user.name Erik Johnson

start_date

Returns the feature's / activity's Start date value as a date.*

self.start_date 10-01-2019

due_date

Returns the feature's / activity's Due date value as a date.*

self.due_date 12-31-2019

original_estimate

Returns the feature / activity original estimate (in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.original_estimate 960

remaining_estimate

Returns the feature / activity remaining estimate (original_estimate minus work_done, in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.remaining_estimate 240

work_done

Returns the remaining feature / activity work logged (total minutes logged using Log time) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.work_done 720

goals[]

Returns a comma separated list of the feature's / activity's goals.

self.goals[].reference_num FRED-G-6

initiative

Returns the feature's / activity's initiative.

self.initiative.reference_num FRED-S-1

ideas[]

Returns a comma separated list of all ideas associated with the feature / activity.

self.ideas[].reference_num FRED-I-3, FRED-I-5

tags[]

Returns a comma separated list of all features associated with the feature / activity.

self.tags[].name German, French, Spanish, 2019

reference_num

Returns the feature's / activity's reference number as a string.*

self.reference_num FRED-441

id

Returns the feature's / activity's ID as a number.

self.id Unique ID for your feature / activity

progress

Returns the value of the field Progress.

self.progress Progress of your feature / activity

requirements

Returns a feature or activity's requirement descriptions as a string.

self.requirements[].description <p> requirement description 1 </p>, <p> requirement description 2 </p>

*These fields can be used to filter results using logical operators.

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Requirements

Field identifier

Description

Example

name

Returns the requirement's name as a string.*

self.name Enhanced language options

description

Returns the requirement's description as a string.

self.description With our international expansion, we are also increasing language options in the app. Users should be able to select from English, German, Spanish, or French in settings.

status

Returns the requirement's status as a string.*

self.status On track

assigned_to_user.name

Returns the name of the user the requirement is assigned to as a string.

self.assigned_to_user.name Erik Johnson

original_estimate

Returns the requirement's (in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.original_estimate 960

remaining_estimate

Returns the requirement remaining estimate (original_estimate minus work_done, in minutes) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.remaining_estimate 240

work_done

Returns the remaining requirement's work logged (total minutes logged using Log time) as a number.

  • 8 hours = 1 day

  • 5 days = 1 week

  • 22 days = 1 month

self.work_done 720

feature

Returns the feature the requirement is attached to.

self.feature.name Navigation for safest routes

self.feature.reference_num FRED-442

reference_num

Returns the requirement's reference number as a string.*

self.reference_num FRED-442-1

id

Returns the requirement's ID as a number.

self.id Unique ID for your requirement

*These fields can be used to filter results using logical operators.

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Ideas

Field identifier

Description

Example

name

Returns the idea name as a string.*

self.name France launch

description

Returns the idea description as a string.

self.description As part of internationalization, we should expand into France.

status

Returns the idea status as a string.

self.status On track

assigned_to_user

Returns the name of the user the idea is assigned to as a string.

self.assigned_to_user.name Scott Schmidley

created_by

Returns the name of the user who created the idea as a string.

self.created_by Erik Johnson

score

Returns the score for the idea as a number.*

self.score 15

votes

Returns the total votes for the idea as a number.

self.votes 216

idea_categories[]

Returns a comma-separated list of the categories for the idea.

self.idea_categories[].name Map, Profile, Social

visibility

Returns the visibility of the idea as a number.

  • Not visible in portals = 10

  • Visible to employees and partners = 20

  • Visible to all ideas portals users = 30

self.visibility 20

project

Returns information about the idea's workspace based on fields you append to self.project.

The field type depends on the appended field.

self.project.name Fredwin Cycling

self.project.color 4243367

tags[]

Returns a comma separated list of all tags associated with the idea.

self.tags[].name French, International, 2019

watchers[]

Returns a comma separated list of the idea's watchers.

self.watchers[].name Anne Smith, John Roberts, Karen Baker

count(self.watchers[]) 3

reference_num

Returns the idea's reference number as a string.*

self.reference_num FRED-I-12

id

Returns the idea's ID as a number.

self.id Unique ID for your idea

*These fields can be used to filter results using logical operators.

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Tags

Field identifier

Description

Example

name

Returns the tag's name as a string.

self.name 2019, Profile_updates

description

Returns the tag's description as a string.

self.description Updates to the user's profile page.

*These fields can be used to filter results using logical operators.

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Users

Field identifier

Description

Example

name

Returns the user's name as a string.*

self.name Brian de Haaff

email

Returns the user's email as a string.

self.email support@aha.io

first_name

Returns the user's first name as a string.

self.first_name Brian

last_name

Returns the user's last name as a string.

self.last_name de Haaff

id

Returns the user's ID as a number.

self.id Unique ID for your user

*These fields can be used to filter results using logical operators.

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Custom tables (Enterprise+)

Note: Custom tables are available to Enterprise+ users.

Field identifier

Description

Example

Any field identifier

Returns all values for a custom table's field, though you can also filter the array with logical operators.

Note: Input the custom table field's API key for the second API_key value noted in the example.

custom_table.custom_table_API_key[].custom.API_key $1M, $3.6M, $5.03M

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Advanced capacity estimates (Enterprise+)

Note: Capacity planning for teams is available to Enterprise+ users.

Field identifier

Description

Example

estimate_total_headcount

Returns the total advanced estimate, in number of headcount.

self.estimate_total_headcount 35

estimate_total_hours

Returns the total advanced estimate, in hours.

self.estimate_total_hours 304

estimate_total_cost

Returns the total advanced estimate, in financial cost.

self.estimate_total_cost $35,000

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Currently unsupported custom fields

Note: While they are supported in advanced equations, you cannot filter an array using a custom field that returns multiple values, such as predefined tag or tags fields.

General custom fields

  • URL/Email field

Aha! Roadmaps relationship fields

  • Workspaces field

  • Goals field

  • Initiatives field

  • Competitors field

  • Creative briefs field

  • Personas field

  • Releases field

  • Epics field

  • Features field

  • Ideas field

  • Organizations field (Aha! Ideas Advanced plan)

  • Users field

Custom tables

  • Many to one

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