Power of Automation::Automate the process of creating Tasks from Task template on project status update.
Hello Everyone,
Here we are again to share another requirement that has been accomplished through the implementation of custom functions.
A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.
Requirement:-
One of our customers had a specific requirement to automatically create Tasklist from Task template on specific project status update.
Custom function code:-
params = Map();
MarkUpSectionId = "Templateid1;
InspectionId = "Templateid2";
tempId = "";
if(projectStatus == "Planning")
{
tempId = MarkUpSectionId;
}
else if(projectStatus == "Approved")
{
tempId = InspectionId;
}
params.put("task_template_id",tempId);
params.put("shift_days","2023-04-06T10:00:00-07:00");
if(tempId != "")
{
projectsAPIEndPoint = "https://projectsapi.zoho.com/restapi";
createTasklistResponse = invokeurl
[
url :projectsAPIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasklists/"
type :POST
parameters:params
connection:"xxxxxxxxxx"
];
info "Response" + createTasklistResponse;
}
return "success";
Make sure to replace "xxxxxxxxxx" in the above code with the connection link name. Task template id's and status names can also be customized based on your requirement. Here is the help document with steps to create connection.
With the custom function code provided above, our customer effectively utilized Project custom functions in Zoho Projects. This enabled them to automate task creation on project status updates, ultimately enhancing their business productivity.
We hope you found this post useful. If you have any questions or wondering if your requirement could be met using custom functions, feel free to share them in the comments section below.
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