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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)
Create
Update
Set Fields and Properties
Upload Attachments
Delete, Unassign
Converted Entities
Direct Access to Entities
Context
Use Cases
Users
Work Items
Assignments
Releases
Testing module
Time Reports
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
Sources
Filters
Actions
Other
How to apply Raw JSON from Examples
Diagnostic and troubleshooting
Automation Rule Logs
How to make rules more efficient
Limits and Timeouts
Troubleshooting: My Automation Rule is not working!
JavaScript for Automation Rules
JavaScript Reference
JavaScript Helper Functions
JavaScript DevOps functions
Examples: Actions in Targetprocess
Add an automatic comment when a Request is closed
Assign a Feature's Project to a User Story
Assign users to a parent when they are working on its child
Assign a User Story's Feature to a Bug
Assign a bug to a current Release/Team Iteration
Assign an item to the Person who started it
Assign the people working on a parent to a newly created child
Assign Project's Teams to a newly created item
Calculate Planned End Date based on Initial Estimate or Effort
Create a Related Bug for new Requests
Close a request when all related items are closed
Close an item on its Planned End Date
Close User Stories that stayed more than 10 days in a particular state
Close all children when the parent was closed
Close an item when all its children are closed
Create a set of Tasks under User Story based on a template
Create pre-defined hierarchy for new Projects
Entity Templates
Follow items automatically
Inherit Tags from a parent to its children
Inherit Team from parent to all its children
Inherit Team Iteration/Release/Iteration from parent to its children
Inherit Planned Dates from children to parents
Inherit Planned Dates from parents to children
Inherit Release/Iteration/Team Iteration from children to its parent
Inherit Portfolio Epic from Epic to its Features
Inherit relations from child to parents
Limit Planned Dates based on Relations
Move an item to “Planned” state when its Release / Iteration / Team Iteration is set
Move an item to “Planned” state when its Planned Start Date is set
Move an item to Blocked state
Move requests to particular project based on recipient email
Open User Story when one of its Bugs becomes open
Post a comment when an item is split
Reminders in comments
Reschedule work items in a Release / Iteration / Team Iteration
Reopen a Request when replied by requester
Set Found In Release/Team Iteration fields for Bugs
Set Velocity for new Team Iterations from effort of previous Team Iterations of the Team
Set default effort
Set Planned End Date based on Severity
Set Planned Dates based on Iteration/Release/Team Iteration dates
Start items on their Planned Start date
Start the parent item when a child item has been started
Start an item when time is added on it
Create Bug and attach to User Story from incoming webhook
Mention Assigned Users on Status Change
Mention Assigned Users on a field update
Apply several templates
Recalculate last run result when Test Case Run is deleted
Inherit Initial Estimate from Epic to Portfolio Epic
Set custom field for Request based on requester's domain
Update Team State of the Entity when a Team is assigned to it
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
Message to Slack when Request created
Send comments to Slack
Send personal Slack notifications about assignments
Send mentions to Slack directly
Send stuck stories to Slack
Send overdue features to Slack
Send closed stories to Slack
Slack Slash commands to create Request in Targetprocess
Examples: Integration with Wrike
Create Task in Wrike when User Story is create in Targetprocess
DevOps Integrations
Example: Change state in Targetprocess, when merge/pull request updates
Example: When repositories custom field value changes → create branch/merge request
Model Definition
Examples: Working with custom fields
Check the custom field value in a filter
Set custom field in UI action
Set custom field in Javascript action
Use custom field value in HTTP request action
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
Board, list and timeline views
Dashboards
Timesheet
Settings
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
Mashup: Feature state on User Story
Mashup: Copy User Story details to clipboard
Mashup: Epic on UserStory
Mashup: External link
Mashup: Rich text
Mashup: Progress by Custom Field
Sibling marker(Workaround for Classes for Stack element)
Using componentFactory for dynamic filtering
Embedded Roadmap view customization
Setting up portfolioAssignments
UI Controls Configuration
Assignments Control Configuration
Configurable Dropdown
Zapier integration
Getting started
Supported Triggers and Actions
Use Cases
Create new items in Targetprocess from Slack
Integration with personal Toggl timer
Send an email when Time Spent is added
Email Notifications
Markup Guide
Templates
Entity, User, Comment
Tool
Conditions
Formatting Values
Examples
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
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