Custom Function for Milestone Auto-Complete

A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.

Custom Functions can be used by organizations that want to automatically mark their milestones as complete once all of the tasks within the milestone have been completed. First we need to establish a connection, define a workflow rule and then associate a custom function to that workflow rule.

Create a new connection

Navigate to the Setup icon and select Marketplace.
Click Connections under Marketplace and then Create Connection.
Click Default Services under Pick your service.
Select Zoho Projects.
Enter ZP MS Autocomplete as the Connection name and select the scopes ZohoProjects.milestones.UPDATE, ZohoProjects.bugs.READ, ZohoProjects.tasks.READ, and Zoho Projects.milestones.ALL
Click the Create and Connect button.
You will be prompted to connect to the newly established connection
Click the Proceed button.
The connection will be created once the accept button is clicked.

Note : Remember that 'Use Credentials of Login User' has to be switched off.

Workflow rule for automatically completing a milestone

Click in the top navigation bar.
Navigate to Task Automation and click Workflow Rules.
Click New Workflow Rule.
Enter the workflow name, description, and select the required layout.
Under Execute on, choose 'Update' then Choose 'Field Specific and Select 'Status' from drop down menu.
Click Next.

Create and associate the custom function to the workflow

Next, we will create a custom function and associate it with the workflow rule.

Click on Add Action and then select Associate Custom Function.
Click Create Custom Function in the Associate Custom Function page.
In the Create Custom Function page type in the function name as Milestone Auto Complete.
Add Arguments for project id, portal id, and milestone id as shown in the image below.
Use this as the Sample Code and click Save.
Associate the created Custom Function.

Click Save Rule.

Sample Code:
1. // Construct parameter to filter the open tasks
  taskParam = Map();
  taskParam.put("status","notcompleted");
  taskParam.put("milestone_id",milestoneId);
  // Invoke get tasks API
  //Add your connection name as last parameter
  taskResponse = zoho.projects.getRecords(portalId,projectId,"tasks",taskParam,1,"zpmsautocomplete");
  info taskResponse;
  // Variable declaration and assign value , Endpoint of the API
  projectsAPIEndPoint = " https://projectsapi.zoho.com/restapi";
  // This Varibale used to decide the milestone completion
  isMilestoneUpdate = false;
  // If task response is empty it will check any open bugs are available
  if(taskResponse.isEmpty())
  {
  // construct parameter for filter only open bugs
  milestoneList = list();
  milestoneList.add(milestoneId);
  bugParam = Map();
  bugParam.put("statustype","open");
  bugParam.put("milestone",milestoneList);
  info "bugParam:" + bugParam;
  //Add your connection name as last parameter
  bugResponse = zoho.projects.getRecords(portalId,projectId,"bugs",bugParam,1,"zpmsautocomplete");
  info bugResponse;
  if(bugResponse.isEmpty())
  {
  isMilestoneUpdate = true;
  }
  }
  info "TaskResponse Is Empty :" + taskResponse.isEmpty() + ", isMilestoneUpdate:" + isMilestoneUpdate;
  info "---------------------";
  if(!milestoneId.isNull() && isMilestoneUpdate)
  {
  //Modify the status of the milestone.(1 - notcompleted, 2 - completed)
  milestoneParam = Map();
  milestoneParam.put("status",2);
  info milestoneParam;
  info "---------------------";
  // Enter The Connection option Example : connection:"your_conection_name"
  updateMilestoneResponse = invokeurl
  [
  url :projectsAPIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/milestones/" + milestoneId + "/status/"
  type :POST
  parameters:milestoneParam
  connection:"zpmsautocomplete"
  ];
  info updateMilestoneResponse;
  info "-------------------------------------";
  }
  return "success";

We hope you found this post to be helpful.

If you have any questions, please leave them in the comments section below or email us at support@zohoprojects.com.

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Set Task Dependencies for Improved Project Management
Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasks
Project Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
Manage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly
Share Captured Content as Work Items with Zoho Annotator for Zoho Projects
Zoho Annotator is a free browser extension to annotate web pages and images. The extension allows users to: capture, annotate, and share visual content within Zoho Projects. create tasks, issues, or statuses with annotated images or videos as attachments
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor