Power of Automation: Automatically create a folder within team folder upon task creation.

Hello Everyone,

A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.

Requirement:-

One of our customers wanted to create individual folders for each task within the Team folder in the Documents module of the project, aiming for enhanced document management related to the tasks. This was accomplished using custom functions along with Task workflow rules.

Custom function code:-

endPointV3 = "https://projectsapi.zoho.com/api/v3/portal/";
url1 = endPointV3 + portalId + "/projects/" + projectId + "/folders";
teams = invokeurl
[
url :url1
type :GET
connection:"XXXXXXX"
];
folderId = teams.get("default_folder").get("thirdparty_folder_id");
header = Map();
header.put("Accept","application/vnd.api+json");
data=Map();
data_param1=Map();
att_param1=Map();
att_param1.put("name",taskName);
att_param1.put("parent_id",folderId);
data_param1.put("attributes",att_param1);
data_param1.put("type","files");
data.put("data",data_param1);
response = invokeurl
[
url :"https://www.zohoapis.com/workdrive/api/v1/files"
type : POST
parameters : data.toString()
headers : header
connection : "XXXXXXX"
];
return "success";

Make sure to replace XXXXXXX with the Zoho Oauth connection link name which includes the scope ZohoProjects.documents.READ and Workdrive.files.CREATE. For guidance on creating this connection, refer this link

Also, screenshots of the list of parameters to be mapped and a sample Task workflow rule are attached for reference.

We hope you found this post useful. If you have any questions, feel free to share them in the comments below.

Access your files securely from anywhere

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

Topic Participants
Saraswathi S

Sticky Posts
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
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