Work Item Synchronization

What is an Integration?

Integration

An integration is quite simply the flow of information between two or more collections.

A work item synchronization is a specific type of integration that flows work items (such as defects, requirements, or stories) between two repositories.

When you configure your work item synchronization, you can customize the field flow, artifact routing, artifact filtering, as well as enable or disable comment flow or attachment flow.

Video Tutorial

Check out the video below to learn how to configure a Work Item Synchronization.

 (warning) This video assumes that you have already configured your repositories, models, and collections as outlined in the Quick Start Guide.


Use Case and Business Value

The Work Item Synchronization Template connects teams working in different tools as they fulfill their roles in the software development lifecycle.  It allows you to flow work items (such as defects or requirements) from one repository to the other.

As part of this integration,

  • Work Items, such as defects or requirements, will flow between two work item (repository) collections.  
  • Artifact Creation Flow can be configured either one-way or two-way
  • You'll also configure the direction and frequency in which each field on those artifacts, as well as comments and attachments, should be updated.


Example Synchronize Integration

Template Affordances

The Work Item Synchronization Template allows you to flow artifacts between two work item (repository) collections.

Work Item Synchronization Template Affordances

How to Configure a Work Item Synchronization

Now that you have all of your base components (i.e. repositories, models, and collections) set up, you can configure an integration to synchronize the artifacts in your collections.

To configure your integration, select 'Integrations' at the top of the screen, then click '+ New Integration.'

Click 'New Integration'

 

Select the Work Item Synchronization template.

(lightbulb) Depending on the  edition of Tasktop you are utilizing, you may not have all options available.

Select Template

This will bring you to the New Integration Screen:

New Integration Screen

Name your integration and select your repositories and collections:

Name Integration and Select Collections

 

You can click the 'Overview' link on the right side of the Integration Page to get to the main display page (shown in the second screen shot).

Click 'Overview'

Integration Overview

From this page, you can configure many different components of your work item synchronization.

Artifact Creation Flow

On the Artifact Creation Flow screen, you can specify whether new artifacts will be created in one collection or both.  You can learn more on the Artifact Creation Flow page.

Field Flow

On the Field Flow screen, you can configure how your field values will flow, transform, and update between each collection.  Each field can be configured individually.  You can learn more on the Field Flow page.

Artifact Routing

On the Artifact Routing screen, you can specify where (in which projects) new artifacts will be created, based on the projects they originate from in the source collection.  You can learn more on the Artifact Routing page.

Artifact Filtering

On the Artifact Filtering screen, you can set filters on fields in your model to control which artifacts will flow as part of the integration.  Only artifacts that meet your defined filter criteria will be eligible to flow.  You can learn more on the Artifact Filtering page.

Comment Flow

On the Comment Flow screen, you can enable or disable comment flow.  You can learn more on the Comment Flow page.

Attachment Flow

On the Attachment Flow screen, you can enable or disable attachment flow.  You can also set a maximum attachment size limit.  You can learn more on the Attachment Flow page.

Test Step Flow

Depending on your Tasktop edition, you may see a 'Test Step Flow' sash.  You can learn more about this feature on the Test Synchronization page.

Conflict Resolution

On the Conflict Resolution screen, you can set a strategy to determine how to resolve conflicts when changes are made to both the source and target artifact.  You can learn more on the Conflict Resolution page.

Change Detection

On the Change Detection screen, you can set custom change detection and full scan intervals for your integration.  Change Detection and Full Scan intervals define how frequently Tasktop will search for updates made to artifacts in each repository.  The settings configured here  will override the default global change detection settings configured on the Settings screen.  You can learn more on the  Change Detection page.

Twinless Artifact Update

On the Twinless Artifact Update screen, you can configure one final update (for example a comment or a status change) on an artifact when its “twin” in the other repository is no longer eligible to participate in the integration (for example when it’s been deleted or no longer meets the artifact filter). The final update informs the newly twinless artifact that the synchronization has been discontinued.

This feature demystifies the integration process and allows end users to understand why an artifact may no longer be receiving updates via the Tasktop integration.  Once notified of the change via a comment or field update on the artifact, users can work with their Tasktop admin or with users in the other system to troubleshoot.  You can learn more on the Twinless Artifact Update page.