Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’

Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’

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. 


Lets take the below use case from a customer - 


They have created a status ‘Overdue’ in the task layout. In case, if a task status is updated to Overdue, they wanted an issue to be created automatically to track the items that were overdue through out the year.


This can be accomplished using the below code. Create a connection using the scopes “ZohoProjects.bugs.CREATE”, “ZohoProjects.tasks.UPDATE”, “ZohoProjects.tasks.CREATE” and update the connection name ‘******’ in the below code. Please find the attached screenshot of the Arguments.

Here is the link to know how to create a connection.

addBugParamMap = Map();

addBugParamMap.put("title","Issue Name here ");

addBugParamMap.put("description","Create an Issue For the Task");

addBugResponse = zoho.projects.create(portalId,projectId,"Bugs",addBugParamMap,"xxxxxxxxxx");

projectsDomainURL = "https://projectsapi.zoho.com/api/v3";

if(addBugResponse != null && addBugResponse.contains("bugs"))

{

bugInfo = addBugResponse.get("bugs").get(0);

bugId = bugInfo.get("id");

associateTaskParam = Map();

associateTaskParam.put("bug_ids",[bugId]);

associateBug = invokeurl

[

url :projectsDomainURL + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/bugs"

type :POST

parameters:associateTaskParam

connection:"xxxxxxxxxx"

];

}

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

                                            • Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours

                                              Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
                                            • 🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉

                                              Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your
                                            • Zoho Projects Roadshow, USA - 2024

                                              Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
                                            • Set Task Dependencies for Improved Project Management

                                              Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasks
                                            • 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 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