Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

Hello Everyone,

A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and calculations.

Below is the use case ::

A custom status 'Delayed & Closed' is added into the task layout. When a task is closed, it should automatically compare the current date with the due date. If the current date is past the due date, the status must be updated to 'Delayed and Closed'.

This functionality can be implemented using Custom Functions and Task Workflow Rules. First, establish a connection with the Zoho Projects service using the scopes 'ZohoProjects.projects.READ, ZohoProjects.portals.ALL, ZohoProjects.tasks.UPDATE'.

Make sure to set the connection link name to ‘projects’ in the code provided below. The screenshots of Arguments & Task Workflow Rule is also attached for reference.

endPoint = "https://projects.zoho.in/restapi/portal/";
currentDate = zoho.currenttime.toString("MM-dd-YYYY","Asia/Calcutta");
newDateFormatConversion = toString(currentDate,format);
if(endDate != null){
updateTaskParameter = Map();
dateFormatConversion = toString(endDate,format);
daysDifference = daysBetween(dateFormatConversion,newDateFormatConversion);
if(daysDifference > 0)
{
// Get task layout details
taskLayoutDetailsResponse = invokeurl
[
url :endPoint + portalId + "/projects/" + projectId + "/tasklayouts"
type :GET
connection:"projects"
];
statusDetails = taskLayoutDetailsResponse.get("status_details");
for each status in statusDetails
{
if(status.get("name").containsIgnoreCase("Delayed"))
{
delayedStatusId = status.get("id");
break;
}
}
updateTaskParameter.put("custom_status",delayedStatusId);
updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParameter,"projects");
}
}
return "success";

Creating custom functions in Zoho Projects is straightforward and well-documented. Zoho provides a range of built-in functions that you can use as a starting point, and you can also easily define your own functions using Zoho's scripting language, Deluge. Give it a try and see how it can save your time and boost your productivity!

Watch this space for more such custom function codes.