Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

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 ::

We have created a custom date field in the Task module. The requirement is to automatically update this date field in another task whenever it is changed during a Blueprint transition.

Example:

We have two tasks — Task Alpha and Task Beta.

When Task Alpha is completed through a Blueprint transition, the Custom Date Field is updated (this step is mandatory). Once this transition is completed, the same Custom Date Field value should be automatically pushed to Task Beta, updating its Start Date and Due Date accordingly.

This functionality can be implemented using Custom Functions. First, establish a connection with the Zoho Projects service using the scopes 'ZohoProjects.Tasks.ALL'.

Make sure to set the connection link
 name to ‘connectionprojects’ in the code provided below. The screenshots of Arguments is attached for reference.
nextTaskName = "hello"; // update the next task name here and make sure its unique
params = Map();
params.put("filter",{"criteria":{{"field_name":"name","criteria_condition":"is","value":{nextTaskName}}},"pattern":"1"});
getTasks = invokeurl
[
url :projectsV3Endpoint + portalId + "/projects/" + projectId + "/tasks"
type :GET
parameters:params
connection:"connectionprojects"
];
nextTaskId = getTasks.get("tasks").get(0).get("id");
updateTaskParam = Map();
updateTaskParam.put("start_date",toString(customDate,"MM-dd-yyyy"));
updateTaskParam.put("end_date",toString(customDate,"MM-dd-yyyy"));
updateTaskResponse = zoho.projects.update(portalId,projectId,"Tasks",nextTaskId,updateTaskParam,"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.


    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Zoho Projects - Q3 Updates | 2025

                                                              Zoho Projects - Q3 Updates | 2025 Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's
                                                            • Introducing Version-3 APIs - Explore New APIs & Enhancements

                                                              Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
                                                            • Schedule Exports for Regular Project Updates

                                                              Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
                                                            • Set Custom Business Calendars and Holidays for Global Teams

                                                              Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be
                                                            • Restore Trashed Records Anytime Within 30 Days

                                                              Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • 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


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Microsoft Teams now available as an online meeting provider

                                                                                                              Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
                                                                                                            • Add Custom Reports To Dashboard or Home Tab

                                                                                                              Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                            • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                              Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                            • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                                                                                              when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                                                                                            • Seamless multilingual messaging and tone control in Zia IM Composer

                                                                                                              Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                                                                                            • Customer happiness customisation

                                                                                                              Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
                                                                                                            • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                              Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re
                                                                                                            • Advanced Deluge help needed with custom function and COQL limits

                                                                                                              I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                                                                                            • Tip of the Week - Conditional Formatting Chart

                                                                                                              Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                                                                                            • Zoho Learn - AI Translate

                                                                                                              Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                                                                                            • Payroll In Canada

                                                                                                              Hi, When can we expect to have payroll in Canada with books 
                                                                                                            • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                                                                                              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
                                                                                                            • Introducing auto-upgrade in Zoho LandingPage

                                                                                                              Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                                                                                            • Workdrive comment links stopped working.

                                                                                                              I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                                                                                            • In arattai received message can't be deleted

                                                                                                              The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                            • How to Bulk-Update Sales Orders in CRM

                                                                                                              Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                            • How to iterate through excel data using zoho rpa

                                                                                                              I wanted to iterate or loop through excel data ( datatable). How can i do that
                                                                                                            • Zoho ToDo in Cliq

                                                                                                              Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                            • Rich-text fields in Zoho CRM

                                                                                                              Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
                                                                                                            • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                                                                                            • Changing an agents email address

                                                                                                              How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                                                                                            • Zoho CRM - Potentials Tab

                                                                                                              Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                                                                                            • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                              Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                            • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

                                                                                                              Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
                                                                                                            • Zoho Books | Product updates | October 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
                                                                                                            • Unable to create embed code for resource of workdrive using API

                                                                                                              Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                                                                                            • Feature Request - Insert URL Links in Folders

                                                                                                              I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                            • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                              i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                                                                                            • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                              Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                            • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                              Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                                                                                            • Zoho CRM custom fields not showing in zoho creator

                                                                                                              Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products
                                                                                                            • How do I duplicate / copy a campaign

                                                                                                              I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to
                                                                                                            • Enable / show scroll bar when Mega Menu is opened

                                                                                                              Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                                                                                            • Shared Mailboxes Disappeared

                                                                                                              Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible
                                                                                                            • Reports: Custom Search Function Fields

                                                                                                              Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                            • Introducing Zoho Creator's 2025 Release Projection 2

                                                                                                              Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities
                                                                                                            • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                              Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                                                                                            • How can I transfer data from Production to Development environment?

                                                                                                              Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                                                                                            • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                              Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                            • New portal SAML authentication error: User not found

                                                                                                              Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting
                                                                                                            • Next Page