Move a linked record to another Aha! product

Coming soon: We are introducing a fresh new look for record drawer and details pages on September 30, 2020. This article describes the current experience. Preview the upcoming improvements in your account now so you can get familiar with the new way of working in Aha!

  • Switch to the new experience using a toggle in the More options button in the drawer of each record.
  • The toggle is unique to each user — so you can opt in and out as often as you like.
  • We also updated the application font in the new experience for improved text legibility.

If you are using a 2.0 integration with Jira or Rally, you can freely move records between products if you have met the prerequisites. For all other integrations, this article describes the process for moving integrated records from one product to another.

Integrations between Aha! and your development system are configured on a per-product basis within Aha!

As such, moving an integrated record between products in Aha! requires that record to be re-integrated using the new product's integration. The previous integration link will be removed as soon as the feature is moved.

With 2.0 integrations, the process of re-integrating is simple. Every 2.0 integration has the ability to Link to existing, which allows linking an existing record in Aha! to an existing record in your development system.

Click the Link to existing option from the Send dropdown, and then link the Aha! record to the existing record in your development system. 


Note: The record you are linking to will have to exist in an area within your development system that the new product's integration is configured for.


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