Power of Automation :: Notify users Automatically when @Mentioned in Tasks Description
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.
Requirement:-
When a user is tagged in the description of a task, the respective user should be immediately notified via email. This has been accomplished using the features 'Custom Functions' & 'Workflow Rules'
Create a connection for Zoho Projects service with the scope “ZohoProjects.users.ALL” to replace ‘connectionprojects’ with the connection name.
Click this link to learn how to create the connection. It is possible to automate this by associating the custom function to a Task Workflow Rules. Attached the screenshot of Arguments.
Click this link to learn how to create the connection. It is possible to automate this by associating the custom function to a Task Workflow Rules. Attached the screenshot of Arguments.
Here is the custom function code:-
endPointV3 = "https://projectsapi.zoho.com/api/v3/portal/";
alphaRemovedComments = removeAllAlpha(taskDescription);
inNumber = false;
numbers = List();
currentNumber = "";
// task description
for each el in alphaRemovedComments.toList("")
{
if(el.equals("#"))
{
currentNumber = "";
inNumber = true;
}
else if(el.equals("]"))
{
if(inNumber && currentNumber != "")
{
numbers.add(currentNumber);
}
inNumber = false;
}
else if(inNumber)
{
currentNumber = currentNumber + el;
}
}
for each userId in numbers
{
usersDetails = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/users/" + userId
type :GET
connection:"connectionprojects"
];
emailId = usersDetails.get("email");
sendmail
[
from :zoho.loginuserid
to :emailId
subject :"You are mentioned in task description of task " + taskNumber
message :taskDescription
]
}
return "success";
Watch this space for more such custom function codes.
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