Improvements to Metrics setup

We've added some minor but useful improvements to the Custom Formula Metrics setup page in this release:
1. A multi-line editor for formulas.
2. Autosuggestion for target Custom Field names. The system will suggest Custom Field names that exist in all selected Processes and Entity types.

Visual Reports: context selector

We have enabled the Projects/Teams context selector in the top navigation bar for Visual Reports. You will now be able to change the context of saved reports right from view mode or even on dashboards.

To make your report inherit a dashboard's context, just select the “Use Projects and Teams from Dashboard” checkbox in the Settings widget menu.

Visual Reports: filters for personal Assignments

Reports will now show user data from the currently logged-in user if the applied DSL filter contains the ‘Is Me’ keyword. So, there will no longer be any need to create separate reports for each individual team member.  

Visual Reports: multiple labels

We have made it possible to add multiple fields to labels.

Minor improvements:

• The 'My Items' view will now be remembered and reopened if it was your last opened view
• Added the possibility to filter cards by Entity custom field (ID# only)
• Improved performance for filtering by tags
• Print view will now display round avatars

Fixed bugs:

• Date picker control behavior on Date inline edit: The date that is currently set will now be highlighted
• Fixed slowness when exporting a large set of data to Excel from Tabular reports
• The Board column divider will no longer move when scrolling horizontally
• Fixed an error that would occur when copying Epics with Features to a Project with a different Process
• Webhooks: The AuthorEmail field will no longer be empty in messages if it's specified in the template
• It's no longer impossible to create a new related entity from the Relations tab on a large database
• Avatars of not-responsible people are grayed out again
• Visual Reports: Fixed incorrect ordering for dates in Color when a Periodic scale is set
• Visual Reports: Long descriptions will no longer make charts too small on dashboards

Improvements to our API

Users can now reference custom fields directly by their names in API v2. For example, instead of

CustomValues["Risk"] or CustomValues.Number("Risk"), you can simply write Risk. You can use this same syntax in Metrics as well.

Custom fields can also be set directly by their names in API v1. Instead of the clumsy syntax

{
  CustomFields: [
    { Name: "Risk", Value: 20 }
  ]
}

you can simply write

{
  "Risk": 20
}

Please note that if you have several fields with the same name but a different field type for the same entity type, you will not be able to use the new syntax. If this is the case, you can still use the old format.

Visual reports: data difference popup

We have added a data difference table for Burn Up & Down reports. You will now be able to see a list of entities for which the Effort, Effort Completed, or Effort To Do values have been changed in comparison with the previous period. Added or removed entities are also listed here, in case you're creating a Burn Up report by count of records.

To open the data difference popup, just select any point on the chart and click “Data”.

If you have multi-numerics in the Y axis (with the exception of Count of Records), you will be able to switch between them in the data difference popup.

Minor improvements:

• Increased the number of available custom fields from 60 to 100
• The info popover about the ability to expand all cards in lists will now only be shown once per user
• Avatars in the system are now round

Fixed Bugs:

• Axes counts should take into account axis filter
• Setup tab for views: when user tries to quickly setup a Board and selects card types and axes - his settings are not applied
• Fixed an issue where you couldn't open a filter and type because the the focus was on the UI filter
• Fixed drag-n-drop of lists and reports to a dashboard
• Fixed an error message that would appear when switching between items that had times posted under different roles
• Application will no longer hang when a user assigns people to Project and changes Team access
• The Split Entity action on Boards will no longer be slow when accessed from Boards
• Fixed Comet (live update) issues related to the Split Entity action
• Sorting by ForecastEndDate will no longer break views
• Fixed a problem where users could not edit subversion plugin profiles
• Fixed an issue where Requests would not be created in the Email plugin because of their content type
• Redirects to views will after an SSO login will now be successful
• Visual Reports: fixed an error that would occur when adding a periodic date to color, then changing the grouping option
• Visual Reports: fixed an incorrect term for Team Iterations for users with custom terms
• Visual Reports: fixed double chart updates and record duplications in the Source Data popup
• Visual Reports: fixed wrong color when user changes entity source in a template
• Visual Reports: error on using aggregated and non-aggregated calculations on the same axis
• Visual Reports: fixed an unstable error that would occur when manually adding calculations to Burn Up & Down charts
• Visual Reports: reports will no longer auto-update on inactive tabs

Expand / Collapse for inner lists

Expand/Collapse functionality has been added to both the 'Me' tab and entity inner lists. This makes it easier to navigate through long inner lists by collapsing sections that you are not interested in, and focusing on expanded work items. The system will save the collapsed section's state for you when you open the app again.

Prioritization with 'Shift' support

Previously, from a safety perspective, we did not give you the ability to change card priority right from your mobile device (just in case you have the 'Prioritize only if the Shift key is pressed' option set in the main app). After reading your feedback, we realized that it is sometimes necessary to change this setting right from your mobile. That's why you can now set your private Prioritization settings right from your iPhone or iPad!

This decision will be saved to your local mobile app settings, and won't overwrite the setting on your web application. So now you can decide for yourself whether to turn the 'Prioritize While Moving' setting ON in View Setup, or leave it OFF to prevent accidental priority changes while using Targetprocess on your mobile device.
Moreover, you can even turn the setting OFF on your device, even if the view has 'Prioritization on' checked on your web app.

Web settings	Possible mobile settings
Prioritization on
Prioritization off
Prioritize only if the Shift key is pressed

Please feel free to share any thoughts you have with us. Use the Feedback form in the app's 'Me' tab, or shoot us a message at mobile@targetprocess.com.

Click here to download the iOS app.

Simplified Team/Project assignments

Managing team members’ access to Projects just became easier. We now offer a straightforward choice: you can give Team members access to either everything inside a Project, or to the Team's work only:

If you want to give full Project access to specific Team members, choose Team work only and assign selected members to the Project individually from the Project’s People tab.

We made sure that nobody received unwanted access or lost their permissions while migrating your Project-Team assignments to the new mechanism. We only used the Entire Project option for those Team-Project pairs where every Team member was assigned to the Project, and 'Auto-assign new people' was enabled. You can pick a default option for future assignments in General Settings:

You can learn more about managing Users in Projects and Teams here.

SSH support in Git plugin

We know you’ve been waiting ages for us to implement SSH support in our Git plugin—and we’ve certainly waited long enough to bring the functionality to production (sorry!). Finally, we are lucky enough to introduce it. You can now connect to your repository using SSH key pairs. Keys can be uploaded or generated by the plugin itself. Note that you can only use keys issued in an OpenSSH format.

Improved Hide Empty Lanes

You will no longer have to scroll through a bunch of blank pages while using Hide Empty Lanes, or create weird filters to eliminate empty lanes. We’ve reworked its implementation to automatically hide empty pages.

Merge of Requesters and Targetprocess Users with the same email

We've merged Requesters and Targetprocess Users who have the same email in order to avoid confusion. All requests have been migrated to Targetprocess users, so when you log in to Service Desk, you will see all the requests you've ever created at the My Requests tab, regardless of whether they were created via email, Service Desk, or directly in Targetprocess.

Visual Reports: chart filters

We've added more possibilities for filtering in Visual Reports. Now, instead of being restricted to only filtering source data, you can also easily filter aggregated data on charts. To find and apply these post aggregation filters, open a chart in edit mode and click the "Browse and Filter” button, then go to the “Chart data” tab.

Let’s say you have a chart that shows the total number of requests created daily over the last 2 months, and you need to filter out days where the count of requests was higher than usual (for example, higher than 30). The initial chart is shown below:

To filter chart aggregated data, try the following steps:

One more piece of good news is that you can now see which filters are currently applied to your chart or source data while browsing data on the chart.

Visual reports: support for terms

Targetprocess terms (including your own custom terms) are now applied everywhere in Visual Reports.

Visual reports: Team State added to the list of fields

It's now possible to add a Team State field to charts. Please note that this field is hidden by default in the fields list. To use it on a chart, you must first select it from the "Add field or formula" button.

Visual reports: new functions in calculations

There are now some new functions available in calculations: PERCENTILE, MEDIAN, and TEXT_AGG.

TEXT_AGG (text expression) can be applied to categories only. It combines all corresponding values of categorical variables for data points into a single value.

MEDIAN (numeric expression) returns the median value in a numeric data set.

PERCENTILE (numeric expression, percentile value in range 0...1) returns the value at a given percentile of a data set. The 50th percentile — that is setting PERCENTILE to 0.5 — is equivalent to using MEDIAN with the same data set.

Visual reports: redesign and some UI changes.

We've changed facets a bit on the Y axis, leaving it more compact and user-friendly. We hope you will like these changes.

Thumbnails for templates have now become even more beautiful and detailed.

Also, in the scope of improving UX for the field setting popup, we've reviewed the order of fields according to their importance and priority. As a result, we have moved the Calculation field up, and put the Annotations field at the bottom (as it less commonly used).


You can find more info about these and other new features for our Visual Reports engine here.

Minor improvements:

• Board column separators have been replaced with a proper resizer
• Search syntax has been added to the Search screen
• The link in Entity Field units will now take up all the available width in List views
• Redesigned the inline edit popover
• Made it easier to copy IDs on views
• The modifier in follow notifications will now be displayed on the assignment creation event
• 'No EntityType' rows on Lists will now stand out from actual cards
• Task and Bug axes have been added to Relations cards

Fixed Bugs:

• Filtering by TestPlanRun children will now work properly
• Search terms in quotes will work as expected
• Items from inactive projects will no longer be taken into account in filters
• Embedded images will no longer be lost after another entity is created from a request
• Searching by the exact phrase will now return the expected results
• Search: Equal terms will be grouped in the Entity Types selector if their multiple form is different
• When you're not allowed to move a view to a Folder, the view will fall into its previous place
• Search: Team Iterations will be blue in the Entity Type panel instead of grey
• If any of the Teams or Projects that a Folder is shared to are deleted, users will still be able to move their views or create a new layer inside the original Folder
• Custom units for checkbox custom fields will no longer be cut off on cards
• Entity View: Fixed an issue where you would be unable to get a list of available teams if any Teams are mentioned
• Forecasted End Date is no longer missing from Project view
• It will now be possible to copy text using Ctrl+C on One-by-One views
• Visual Reports: trendlines and annotations will now be displayed in charts that have been exported to PNG
• Visual Reports: It will now be possible to edit color for dates in the legend when period scale is selected