Populating a user pick list failing if user is not an admin or portal owner
I have a function that, until recently worked fine. The function essentially copies another project. One aspect of this copying was to take the value of a UDF that is a User Pick List, find the correct user id for that user, and populate the corresponding
Automation of Tags on Tasks
I have written a deluge custom function endPoint = "https://projects.zoho.com/api/v3/portal/"; tagsParam = Map(); tagsParam.put("tag_id","2342963000000148480"); tagsParam.put("entity_id",taskid); tagsParam.put("entityType",5); url1 = endPoint + portalId
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
Invalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }
Update Task List from Template
Hello Zoho, I am working on creating a template in Zoho that will be used for all of the projects we currently have and will have in the future, the issue im running into that is we will start a project and use the template, but then in the future when
Projects API Scripting to add followers to tasks
I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projects
Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look at
Building extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entities
Clone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
Opening and reading a file in Deluge for use in a sort of bulk update
I want to be able to update a large number of projects, and the tasks contained in them, by using a file. The use case would be that i would have a record per project and data that would apply to various tasks in columns in the file. The file would be
Deluge script to set project start date to blank and/or a specific date
I want to be able to set the project start date to blank under certain conditions, or to the current date under other conditions. I have a map named "createproject" and I try things like this" createproject.put("start_date",""); or this createproject.put("start_date",null);
Zoho Projects API 100 requests/2 min. Limit
Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
Can't Add A Comment To Project Using Deluge Function
Hi, I'm trying to add a comment to a project using a function in CRM but I can't find any examples of how to do that. I set up a Flow to add a comment to a project triggered on a field in the CRM but I would like to do it in conjunction with a function
Zoho Projects API - Searching Projects by Custom Field
Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
Building extensions #8: Improve and enhance user experience with modal boxes
Modal box - What is it and where can you use it? A modal box is a user interface pop-up window or dialog box that appears over the currently active UI screen. When prompted, the modal box deactivates all other page content until the user closes it. The
Add tasklist from a template to Zoho Project using Deluge
I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.
6500 Error when updating task status
Hello, I am trying to update the status for a task via the API. The response I get back is the following: { code: 6500, message: 'Status and % completion cannot be updated for tasks associated with blueprint' } The endpoint that I am using is: POST /portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/
Using Self Client to Use Projects API
I registered self-client in the app registration. However, I saw in the steps to request authorization that I need a redirect_uri. Using self client, I don't have a request_uri. Is there a way to use self client and use projects API? Based on my research,
Building extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain Zoho
Building extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another feature
How to find Zoho Project client ID using client name of CRM client ID using API or Deluge
I have the client name but I'm not sure how to get the client ID in Zoho Projects using the client name or the CRM ID. This can be done via API or deluge
Zoho Projects as part of Zoho CRM Plus - function to create new project when Deal status changes
Hi there, This is my first post on this forum so bear with me :-). I have created a Function to create a new project in Zoho Projects that I will associate to workflow automation to trigger this function when a deal stage changes. Being new to Deluge
Issue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists for
Cant create task using API call
Im unable to create a task. It appears that the API needs TaskListId, but Im not sure where this comes from. Is it something I need to generate separately? <form method="post" action="https://projects.zoho.com/portal/lolsocialmedia/api/private/xml/task/add?apikey=xxxx&ticket=xxxx"> Project Id<input type="text" name="projId" value="f59d9d345b0d54b3ddf10843d0bb5939583c566f3625e7d9"> Owner<input type="text" name="personresponsible" value="0c9f4bc02ccca5ba">(loginid/userid) TaskListId<input type="text"
Building extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
Building extensions #4: Fundamental features of a Zoho Projects extension
Hello everyone! Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier
Zoho Project Calendar syncs with Outlook Calendar
Hello team I want to connect my Zoho Project calendar with my Outlook calendar. I have followed all the steps provided in the documentation. The issue I am facing is that, initially, all tasks are successfully synchronised with the calendar. However,
Building extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, we
Building extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closer
Please suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_token
API credit to access zoho projects
I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?
Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor
Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extension
Introducing Our New "Building Extensions" Series!
We are excited to kickoff our brand-new series, "Building Extensions," where we will empower developers to design effective extensions using the Zoho Projects Sigma platform. This series is designed to assist and guide developers who are creating extensions
How to update task status using Zoho projects API
Hi there. I'd like to use the API to update the status of tasks. I am aware of the POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/ endpoint and the custom_status field that can be sent with the request. However I am looking to only
Zoho Projects API fails to update integrated field
I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".
upload a file in a bug or issues in using zoho projects
Hi Team, Can you tell me how to upload a file or attachment in issues using zoho rest api from postman
How to update custom fields in project details for Zoho Projects through deluge
Hi, I found this resource Project Manager System | Projects API :Zoho Projects but I can't figure out how to update my dashboard details. I have a custom field called "Actual Invoiced" that I would like to update with a custom value through a workflow
@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's auto
Zoho Projects API Functional Example in C#
I'm trying to use the manuals, but i have the error below: { "error": { "code": 6891, "message": "Given URL is wrong" } } Url: https://projectsapi.zoho.com/restapi/portals Header: "Authorization": "bearer token" Can someone help
Is it possible to assign a user to a project via the API?
I didn't see an option in the Project API, but there is something in the Books API. Any suggestions?
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