Parent and Linked Entities

An entity in Targetprocess may have multiple parent and linked entities. Custom formulas support references to these entities and their properties. Access nested properties using dots.

EntityState.Name
Project.ID

Most common entity type is User Story. Here we'll describe how to refer to parent and linked entities in custom formula metrics used in custom fields at User Stories level.

parent and linked entities

Here is how to access basic properties of parent and linked entities at User Story level. Some of the formulas are valid for other entity types such as Bugs, Tasks, etc.

Entity Types Custom Formulas Result Types Result
User Story Bug Feature.Name Feature.ID Text Number Fields of parent Feature
User Story Bug Feature.Epic.Name Feature.Epic.ID Text Number Fields of parent Epic
Assignable Entities Project.Name Project.ID Text Number Fields of parent Project  
Assignable Entities Project.Program.Name Project.Program.ID Text Number Fields of parent Program
User Story Bug Feature Epic Release.Name Release.ID Text Number Fields of parent Release  
User Story Bug Task Iteration.Name Iteration.ID Text Number Fields of parent Sprint (Iteration)
User Story Bug Task TeamIteration.Name TeamIteration.ID Text Number Fields of parent Team Iteration
Assignable Entities LinkedTestPlan.Name LinkedTestPlan.ID Text Number Fields of linked Test Plan
parent-entity-fields

Use the formula below to inherit most commonly used values and properties from parent entities: Features and Epics.

Entity Types Custom Formulas Result Types Result
User Story Bug Feature.ID Number ID of parent Feature
User Story Bug Feature.Name Text Name of parent Feature
User Story Bug Feature.FieldName Feature.CustomValues.Text("Field Name") Text* Value of Text Custom Field named "Field Name" of parent Feature
User Story Bug Feature.FieldName Feature.CustomValues.Number("Field Name") Number* Value of Numeric Custom Field named "Field Name" of parent Feature
User Story Bug Feature.BusinessValue.Name Feature.Priority.Name Text Business Value of parent Feature
User Story Bug Feature.BusinessValue.Importance Feature.Priority.Importance Number Numeric importance of Business Value of parent Feature
User Story Bug Feature.Epic.ID Number ID of parent Epic
User Story Bug Feature.Epic.Name Text Name of parent Epic
User Story Bug Feature.Release.ID Number ID of Release of parent Feature
Warning: Access to custom field values is different for Metrics and Calculated Custom Fields In formulas of Calculated Custom Fields to get value of Custom Field "Field Name" use: FieldName In formulas for Metrics to get value of Custom Field "Field Name" use: CustomValues.Text("Field Name") CustomValues.Number("Field Name") CustomValues.Date("Field Name") CustomValues.Boolean("Field Name")

Here is how you refer parent entities on different level of hierarchy: from Task to Program.

epics-bugs
Note: Any field and property of parent entities is supported The examples below use .Name property as most frequently used one. Other fields, properties, collections are fully supported in the formulas as well.
Entity Types Custom Formulas
User Story Bug Feature.Name
User Story Bug Feature.Epic.Name
Task Bug UserStory.Name
Task Bug UserStory.Feature.Name
Task Bug UserStory.Feature.Epic.Name
Feature Epic.Name
User Story Bug Task Feature Epic Request Project.Name
User Story Bug Task Feature Epic Request Project.Program.Name