Power of Automation: Automating Task closure when associated Issues are resolved.
Hello Everyone,
A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.
Requirement:-
As per design, it is possible to associate multiple issues (bugs) to a task. One of our customers wanted to automatically update the status of the Task to closed once all the associated issues are closed. This automation was implemented using Custom Functions in Zoho Projects along with Business rules.
Below is the custom function code for reference.
Custom function code:-
endPointV3 = "https://projects.zoho.in/api/v3/portal/"[;](https://projects.zoho.in/api/v3/portal/%22;)
endPoint = "https://projects.zoho.in/restapi/portal/"[;](https://projects.zoho.in/restapi/portal/%22;)
portalId = "YYYYYYY"; // replace with your portal Id
closedTaskStatusId = "";
url1 = endPointV3 + portalId + "/projects/" + projectId + "/bugs/" + issueId + "/associated-tasks";
getAssociatedTaskResponse = invokeurl
url :url1
type :GET
connection:"XXXXXXX"
];
for each associatedTask in getAssociatedTaskResponse.get("associated_tasks")
{
taskId = associatedTask.get("task").get("id");
closeCount = 0;
allBugsResponse = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/associated-bugs"
type :GET
connection:"XXXXXXX"
];
associatedBugsSize = allBugsResponse.get("associated_bugs").size();
for each bug in allBugsResponse.get("associated_bugs")
{
if(bug.get("issue").get("status_name").containsIgnoreCase("close"))
{
closeCount = closeCount + 1;
}
}
if(closeCount == associatedBugsSize)
{
// Get task layout details
taskLayoutDetailsResponse = invokeurl
[
url :endPoint + portalId + "/projects/" + projectId + "/tasklayouts"
type :GET
connection:"XXXXXXX"
];
statusDetails = taskLayoutDetailsResponse.get("status_details");
for each status in statusDetails
{
if(status.get("name").containsIgnoreCase("Completed"))
{
closedTaskStatusId = status.get("id");
}
}
// update task
updateTaskParameter = Map();
updateTaskParameter.put("custom_status",closedTaskStatusId);
updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParameter,"connectionprojects");
}
}
endPoint = "https://projects.zoho.in/restapi/portal/"[;](https://projects.zoho.in/restapi/portal/%22;)
portalId = "YYYYYYY"; // replace with your portal Id
closedTaskStatusId = "";
url1 = endPointV3 + portalId + "/projects/" + projectId + "/bugs/" + issueId + "/associated-tasks";
getAssociatedTaskResponse = invokeurl
url :url1
type :GET
connection:"XXXXXXX"
];
for each associatedTask in getAssociatedTaskResponse.get("associated_tasks")
{
taskId = associatedTask.get("task").get("id");
closeCount = 0;
allBugsResponse = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/associated-bugs"
type :GET
connection:"XXXXXXX"
];
associatedBugsSize = allBugsResponse.get("associated_bugs").size();
for each bug in allBugsResponse.get("associated_bugs")
{
if(bug.get("issue").get("status_name").containsIgnoreCase("close"))
{
closeCount = closeCount + 1;
}
}
if(closeCount == associatedBugsSize)
{
// Get task layout details
taskLayoutDetailsResponse = invokeurl
[
url :endPoint + portalId + "/projects/" + projectId + "/tasklayouts"
type :GET
connection:"XXXXXXX"
];
statusDetails = taskLayoutDetailsResponse.get("status_details");
for each status in statusDetails
{
if(status.get("name").containsIgnoreCase("Completed"))
{
closedTaskStatusId = status.get("id");
}
}
// update task
updateTaskParameter = Map();
updateTaskParameter.put("custom_status",closedTaskStatusId);
updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParameter,"connectionprojects");
}
}
Make sure to replace XXXXXXX with the Zoho Projects connection link name with scope Zohoprojects.Bugs.all, Zohoprojects.Tasks.all and replace YYYYYYY with your Portal Id. Check this link to learn how to create the connection.
Also, a screenshot of the sample Business rule along with arguments to be mapped is attached for reference.
We hope you found this post useful. If you have any questions, feel free to share them in the comments below.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saraswathi S
Sticky Posts
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 solutionsProject 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 serviceTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableOrganize and Track Phases with Phase Custom Views
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teamsCreate Your Own Issue Management System
Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
New to Zoho TeamInbox?
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 Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never syncThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theHow to Implement Time-Based Filters in Zoho Workflows?
Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows executeZoho Books email notifications
Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanksMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanAdd an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, RamZoho email setup in office365
When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using myPlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. AAll notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,Cost Center accounting
Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? IfImpuesto automatico en cotizaciones
Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto SaludosFormatting of Gantt Chart for PDF export
Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (showHow to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number ofタスクを問い合わせテンプレートに追加
タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですかPlaceholder for Agent Signature in Email Templates
Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at theCustom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk
Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close theResponse Violation - Zoho Desk
Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.How to Replace an Assessment in a Job Opening on Zoho Recruit
Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affectingUpdating existing values in a list
Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry inHost not reachable
Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis FernándezBIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? ThanksZoho Marketing Campaign
I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?Zoho Marketing Automation APIs
When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?
I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it availableAbility for customer to give feedback after receipt of an order
Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference toConversion of functions from Google Spreadsheets
Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets toZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.Signature image logo not displaying in recipient mail clients
Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -MartinSales Order, what are the statuses under Confirmed and Closed
Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a listNotifications for calendar meetings
So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.Reusuable Sections & Universal Brand Settings
Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.Blockchain technology
Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technologyEste domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.not able to hit inventory api
when i hit the api with my account keys and the access is provide by the clientRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we553 Relaying disallowed error
Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configuredLeads and Deals Issue
Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was tryingNext Page