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Documentation

Integrations with Targetprocess
Resources meta-info
Troubleshooting REST API issues

REST API v.1

Getting Started
Authentication
Resources and collections
Response formats
Paging
Sorting and Filters
Partial response (includes and excludes)
Appends and Calculations
Operations (CRUD)
Context
Use Cases
Code Samples
- JavaScript
- Google Apps Script

REST API v.2

Overview
Selectors and filters
Result
Working with Custom Fields
Working with Tags
Working with Dates
Filtering by Releases, Iterations and Team Iterations
Working with Relations
Getting first or last element of a collection

Historical records

What is a historical record?
Simple history
Full history
Examples
Custom Field values in history

Other APIs

RESTful Storage
Views Menu API
Validate Users and Requesters
Undelete API
Conversion API

Automation Rules

Automation Rules Overview
Setup
Diagnostic and troubleshooting
JavaScript for Automation Rules
Examples: Actions in Targetprocess
Examples: Integration with GitLab
- When GitLab Pipeline passes → move to state
- When GitLab Commit pushed - Add new record to Sources tab on Entity View
Examples: Integration with Slack
Examples: Integration with MS Teams
Examples: Integration with Wrike
- Create Task in Wrike when User Story is create in Targetprocess
DevOps Integrations
Examples: Working with custom fields
Reusable automation rules via Named Triggers

Mashups

Overview
Install mashups from library
Install code of a mashup manually
Create your first mashup
Deactivate and delete mashups
Tweak views and UI elements
Purposes supported
Placeholders
Custom units
Custom Lane Headers
Dashboard widgets
Customize Settings for Mashups

Metrics and Calculated Custom Fields

Metrics vs CCFs
Data Types
Custom Formulas Syntax
Entity Fields
Parent and Linked Entities
Custom Fields
Effort via Relations
Custom Progress Metrics
Customize Planned Dates with Metrics

Validation Rules

Validation Rules
Examples

Entity view customization

Customize Entity Detailed View
Limitations of Entity detailed view customization
Advanced Сustomization: Customize Inner Lists
External mashup support
Embedded Roadmap view customization
Advanced Сustomization: Custom styling
Setting up portfolioAssignments

UI Controls Configuration

Assignments Control Configuration
Configurable Dropdown

Zapier integration

Getting started
Supported Triggers and Actions
Use Cases

Email Notifications

Markup Guide
Templates
Entity, User, Comment
Tool
Conditions
Formatting Values
Examples

Webhooks (deprecated)

Webhooks in Targetprocess
Replacement with Automation Rules
Available fields and entities
Working with Custom Fields
Update trigger
Filters
Templates
Content type
External Integrations
- Send notifications to Slack
Automatic Rules in Targetprocess

Native Issue Level Integrations (Jira, ADO, TP)

JavaScript Routings
- Example: Dynamic routing with the filter by process.
- Example: Sync Features with specific Custom Field value
JavaScript Fields Mappings and Comparators
- Example: Map Jira Worklog to Targetprocess time
- Example: Map Jira Status Targetprocess TeamStates
WorkSharing API

IMPORT and Export data

CSV Import
Automation Rules for import and export

Powered by

Create interactive reports

Mashups that build reports:

Recent Activity
Assigned Effort Report
Done Entities By Month Report

Updated about 4 years ago