Power of Automation : Auto-update a set of tasks in Zoho Projects using Custom Function
A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps you to automate complex tasks and calculations.
Let’s take the below scenario in Construction Industry for better understanding on how this feature helps to automate task functions.
Let’s say we have a tasklist named “Waterproofing flooring and walls”. This task has seven tasks within it and “Civil work” is the first task under it. Once the Owner is updated for this task, the same owner should be updated for rest of the tasks within that task list. In other words, if we update “David” as Owner for “Civil Work” task then automatically the rest of the six tasks within that tasklist (Waterproofing flooring and walls) should have the task owner as “David”.
The code below will help you to achieve the above requirement.
Note:: Please refer this post to access custom function feature within Zoho Projects.
// TODO: Please create a connection for the Zoho Projects service with the scopes "ZohoProjects.task.ALL". Replace 'xxxxxxxxx' with the connection name. Click this link below to learn how to create the connection.
APIEndPoint = "https://projectsapi.zoho.com/restapi";task = invokeurl[url :APIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"type :Getconnection:"**************"];tasklistId = task.get("tasks").get(0).get("tasklist").get("id");tasklist = invokeurl[url :APIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasklists/" + tasklistId + "/tasks/"type :Getconnection:"*************"];m = "";owners = task.get("tasks").get(0).get("details").get("owners");for each owner in owners{id = owner.get("id");m = m + id + ",";}remainingtasks = tasklist.get("tasks");for each remainingtask in remainingtasks{ID = remainingtask.get("id");param = Map();param.put("person_responsible",m);final = invokeurl[url :APIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + ID + "/"type :Postparameters:paramconnection:"************"];}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.
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