Power of Automation :: Monthly auto-creation of the project and its entities using the dates of the current month

Power of Automation :: Monthly auto-creation of the project and its entities using the dates of the current month

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.


We have launched a new feature- Schedule functions which allows you to execute custom functions based on a specified schedule such as hourly, daily, weekly, or monthly. 


This feature can be used for recurring actions, like generating monthly reports or sending automated emails to portal users about upcoming public milestones or deadlines without relying on specific events.  


Lets take the below User Requirement - 


A customer from the Construction industry wants to automate the project and its entities creation every month. A point to be noted is the entities should have the dates of that particular month i.e. The project and its entities are automatically created each month using the dates of that specific month.


This requirement can be accomplished via Schedule function and you need a create a project template with all the entities in it. The code below will help you to achieve the above requirement. 


endPoint = "https://projects.zoho.com/restapi/portal/";

projectName = "xxxxxx";

projectTemplateId = “********”;

project_map = Map();

project_map.put("name",projectName);

project_map.put("template_id",projectTemplateId);

create_project = invokeurl

[

url :endPoint + portalId + "/projects/"

type :POST

parameters:project_map

connection:”***********”

];

Likewise, you can update the status to any other custom status as well.


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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