Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.

Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.

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. 


Let us take the below User Requirement - 


A customer wanted to archive a project automatically once all the tasks in it are closed. The code below will help you to achieve the above requirement. 


Create a connection using the mentioned scopes “ZohoProjects.projects.UPDATE, ZohoProjects.tasks.READ, ZohoProjects.portals.READ" by following the steps mentioned in the below link.



Post which, update the connection name with 'connectionprojects’ in the code. PFA screenshots for Arguments & Task workflow rule

endPoint = "https://projects.zoho.com/restapi/portal/";

taskParameter = Map();

taskParameter.put("status","notcompleted");

taskResponse = zoho.projects.getRecords(portalId,projectId,"tasks",taskParameter,0,"connectionprojects");

projectsParameter = Map();

projectsParameter.put("status","archived");

if(!taskResponse.containKey("tasks"))

{

updateProjectResponse = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/"

type :POST

parameters:projectsParameter

connection:"connectionprojects"

];

}

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. 


    Zoho Developer Community






                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day



                                  Zoho Marketing Automation
                                          • Sticky Posts

                                          • 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
                                          • Collaborate Visually with Whiteboard in Zoho Projects

                                            Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity


                                          Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now