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127 lines
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4.9 KiB
Markdown
127 lines
No EOL
4.9 KiB
Markdown
# freescout-clickup-module
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---
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## Summary
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FreeScout Module that allows to Link a Mailbox Conversation to one or more ClickUp Task.
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This implementation works in stateless mode, meaning it doesn't store ClickUp references in any way but it creates/retrieves the information via API calls.
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**Linking Conversation can be done in 2 ways**:
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1. Creating a Task via a FreeScout Conversation
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2. Linking an existing ClickUp Task to the Conversation via its URL or Task Id/Custom Id
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## Setup
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1. Fork this repo and clone it inside your FreeScout **Modules** directory.
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2. On FreeScout, enable the Module at **Manage** -> **Modules**
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3. Go to **Manage** -> **Settings** -> **ClickUp**
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## Configuration
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### General
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* **Integration Status** (readonly)
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* Shows wheter your integration is Active or Inactive (*Your ClickUp API Token communicating with ClickUp API*)
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* **Integration Enabled**
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* Disabled by default, toogle to Enabled after configuring all settings
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* **ClickUp API Token**
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* API Token can be generated in ClickUp under **Settings** -> **Apps**
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* **Environment**
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* The environment will be used to prefix the "FreeScout ID" (see [Custom Fields Configuration](#custom-fields-configuration)#**FreeScout Id - Field Id**) custom field in a ClickUp task.
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* Example: (fs-dev-1, fs-uat-1, fs-prod-1)
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* You can customize your environments at `Config/config.php`
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**Preview**:
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### Linking Configuration
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Linking configuration defines **Team** -> **Space** -> **List** where new Tasks will be created, but also the tags to retrieve from the **Space** to be optionally added to the Tasks.
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* **Team Id**
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* Team Id in ClickUp
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* It is used to retrieved linked Task with the usage of custom fields
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* **Space Id**
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* Space Id in ClickUp
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* It is used to retrieve Tags from ClickUp
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* **List Id**
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* List Id in ClickUp
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* It is used for Task creation
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**Preview**:
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### Custom Fields Configuration
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Current module implementation requires that you create **4 Custom Fields** at the target ClickUp List.
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* **Submitter - Field Id** (Text field)
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* This field sets the name of the Submitter
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* **Submitter Email - Field Id** (Email field)
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* This fields sets the email of the Submitter
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* **FreeScout Id - Field Id** (Text field)
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* This field sets an unique identifier for the Conversation and the Task, that way it can be retrieved inside a Conversation.
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* **FreeScout URL - Field Id** (URL field)
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* This field sets the full URL to the conversation where it was created/linked so you can navigate back and forth
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**Note**: After creating your custom field you can get their corresponding **Id** from the [ClickUp GetAccessibleCustomFields Endpoint](https://clickup.com/api/clickupreference/operation/GetAccessibleCustomFields/)
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**Preview**:
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### Usage
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Once you access to a new Mail Conversation you will see a side-bar container with the ClickUp Tasks that have been linked, these tasks can also be unlinked if needed.
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There are 2 ways to Link Tasks to a Conversation:
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##### 1. Adding New Task
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By default it will automatically fill information based on the Conversation Submitter, Title and Content.
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* **Task Name**, **Description**, **Asssignees** and **Tags** are part from the Task's main information.
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* **Submitter Name** and **Submitter Email** are part of the Custom Fields for the Task.
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**Preview**:
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##### 2. Link Existing Tasks
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You can specify any Task full URL or only its Id/Custom Id when linking.
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**Note**: Linking a Task only sets the **FreeScout URL** and **FreeScout Id** as part of the Custom Fields, the **Submitter Name** and **Submitter Email** are ommited as it is an already created Task.
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**Preview**:
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#### ClickUp Task Preview
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### Limitations
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* Current implementation aims to add new Tasks to only 1 specific List
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* In ClickUp you can have your Tasks in 1 single List and create your own rules to route them anywhere in your Spaces
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* ClickUp API v2 does not currently support the following:
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* Partial searches for Tasks on either Title or Description, that's why we need use a paste url/Task id to link an existing Task:
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* Public Request: [Using API Get Tasks to search by Title](https://clickup.canny.io/public-api/p/using-api-get-tasks-to-search-by-title)
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* You can only set Assignees as People and not Teams when creating Tasks
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* Public Request: [API call for assigning Teams](https://clickup.canny.io/public-api/p/api-call-for-assigning-teams)
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### TODOS
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- [ ] Add conversation attachments when adding a new Task |
