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Use Case:
Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where once the task status has been updated to be for QA, a QA subtask will be automatically created so that we can also track the time spent on conducting it and when it is started and completed. 

I have made this work by using the Create Subtask custom function, however, I also want it so that the subtask owner is automatically set to the project's auditor (who is different from the developer/parent task's owner). Is there any way to add this to the Deluge script? To be specific, each project has its own auditor so we want the subtask owner to be a user role in the project (we have added a "Lead Auditor" role) rather than specify a single user ID.

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Hello Donna!

Thank you for sharing your detailed use case! It’s great to hear that you’ve successfully implemented the creation of QA subtasks using the Create Subtask custom function. 

To address your specific requirement of automatically assigning the subtask owner to the project's Lead Auditor role, this is indeed possible with Deluge scripting. Since each project has its own designated Lead Auditor, you can configure the script to dynamically fetch the user associated with the "Lead Auditor" role for the respective project. I have attached the custom function script for your reference. 

If you have any questions please reach out to us at support@zohoprojects.com 

Regards,
Sathya

assign lead auditor as subtask owner.txt2 KB
  • 1 month ago

Hi
 I've just tried the script and its working. Thank you so much for your help!!

  • 30 days ago

Hi
 sorry but since I already have you here, I would like to further pick your brain on whether something else we want to happen in the workflow is possible. 

As a continuation to the above use case, we have decided to use Zoho Survey to facilitate the QA for each document. Meaning, our auditors would answer the Survey form containing all our criteria for each document type which would result to a QA Score for each instance. If we add a custom QA Score field on the task layout, would it be possible for that score from the completed Survey to be automatically inputted on that field in Projects?

Hi Donna,

Your requirement can be achieved using a Deluge script to trigger an action in Zoho Survey that pushes the QA score directly into the custom QA Score field in Zoho Projects. However, this setup needs to be configured with the assistance of the Zoho Survey team. We recommend reaching out to them by emailing to support@zohosurvey.com, and they will guide you through writing the custom function required for this integration. 

Regards,
Sathya.

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