You import entities with Custom Fields the same way you import other entities in Targetprocess with the exception of a few additional rules you must take into account.
To find all custom fields used in your process, navigate to Settings → Processes → [Your process] → Custom Fields
To import the list of User Stories with Custom Fields into Targetprocess add the additional values to the *.csv file you are going to import. Use spreadheet editor to modify the file, and then save it as a *.csv file.
For the example below, you’ll need to add an additional column to the *.csv file and provide the custom field name and value.
To import a user story with the “Location” custom field, add the “Location” field name to the first line of the *.csv file and add its value, let’s say “United Kingdom,” to the second line.
You can import from the User Stories List page or from Settings → Import page.
You have to obey proper format of provided values in the file you import.
|Custom Field Type||Possible Values / Format||Examples|
|Text||Any text value||Targetprocess|
|Rich Text||HTML code of the rich text you want to import||to import “Text for test” left align text put
<div style="text-align: left"><strong>Text for test</strong></div>
|Drop-Down List||Values that are available as options in a custom drop-down list. Missing values can be set as well.||United Kingdom|
|Check Box||To have the check box checked, put True
To have the check box unchecked, put False
|URL||Label and URL address, space-separated||Targetprocess https://www.targetprocess.com|
|Template URL||URL address part||targetprocess|
|Money||Any number, without currency symbol added||321|
|TargetProcess Entity||Entity ID
Entity ID and Name
#5 Technical Specification
System custom fields do not appear in the list of mapping configuration during Import.
a sales representative
Get a live
Let one of our product specialists create your account
and shape Targetprocess for your company needs.