Automation Rules Improvements | Targetprocess Release

9 months ago

Automation Rules Improvements

In the past couple months we added a lot of exciting new features for Automation Rules.

New diagnostics

Automation Rules are quite flexible, and that flexibility comes at a cost. Configuring them may take some trial and error, so we want to make it easier to understand how exactly the rules work inside Targetprocess. We're happy to announce the availability of the new diagnostics utils which let administrators see the detailed execution log of any rule.

Automation Rules Diagnostics

The new diagnostics popup shows when and why the rule is triggered, which API queries are performed inside JavaScript blocks, which entities are modified in Targetprocess, which HTTP calls are made to third-party services, etc. If there are any errors, their detailed descriptions are displayed as well.

Labels

As you add more and more rules to Targetprocess, you'll likely want to keep them organized. We know that from our own experience because there are about 70 rules configured for our internal Targetprocess development account! That's why we decided to make it possible to group automation rules using labels. If you've ever used labels in any email client, then you should already be familiar with that functionality.

Automation Rules Labels

For now it's possible to add only one label to a single rule.

Recurring rules

Sometimes we need to run an automation workflow according to some schedule. For example, create a set of Tasks every week, or get notified about upcoming planned dates for User Story. Now it is possible with the new time-based Automation Rules. When creating a rule, you can pick the new "Time interval" source, and then choose how often the rule should be triggered.

Time-based rules

Other things

Apart from the highlighted new features we did a lot of improvements under the hood, here's a non-exhaustive list:

  • Performance improvements. Automation rules have a lower latency now, and process changes faster.
  • Faster rule management user interface. The less time spent waiting for things to load, the more time for productivity.
  • Better validation. The interface tries to inform you about incorrect configuration as early as possible, so that you don't have to dig through diagnostics to find the obscure error details.
  • Resize JavaScript editor. Sometimes you have to write huge automation scripts. Therefore, the resize handle in the lower right corner of JavaScript editor is your new best friend now.
  • Stay on page after clicking "Save" button. We observed that administrators quite often configure a single rule in several takes. It is annoying to go back to the rule list page every time you make a minor change to the rule.

The team

I'm extremely proud of every person who put a huge amount of work into making Automation Rules happen. Here's our superhero team 🙂

Automation Rules Team

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