Custom Functions for Phases | Online Help | Zoho Projects

Custom Functions for Phases

Automate your phases workflow using Custom Functions. A custom function is a piece of Deluge code that can be used to automate a process. You can write your own function and call it from one or more workflow rules — similar to built-in functions in programming languages. In Zoho Projects, custom functions allow you to automate notifications, call webhooks, or perform logic right after a workflow rule is triggered for a phase.
Info
Feature Availability: Latest Enterprise and Ultimate plan.
Benefits
  1. Notify users via email or Zoho Cliq when a phase status changes.
  2. Automatically add a comment to a phase when a key field is updated.
  3. Integrate with Zoho apps and third-party apps in response to phase events.

Add a Custom Function

  1. Click Setup () in the top navigation bar.
  2. Navigate to Custom Functions under Developer Space.
  3. Select Phases from the dropdown.
  4. Click New Custom Function.
  5. Enter a Function Name and Description.
  6. Set the Arguments.
  7. Type your code in the Deluge script editor, or drag and drop the parameters from the left panel and customize them.
  8. Click Save.

Associate a Custom Function with a Workflow Rule

  1. Click Setup () in the top navigation bar.
  2. Navigate to Automation > Workflow Rules.
  3. Click the Phases tab, select a rule, and click Add Action.
  4. Click Associate Custom Function.
  5. Select the custom function and click Save Rule.

Execute a Custom Function

  1. Click Setup () in the top navigation bar.
  2. Navigate to Developer Space and click Custom Functions.
  3. Select Phases tab and click the function you want to execute.
  4. Click Save and Execute at the bottom.
  5. Enter the required argument (e.g., Phase ID).
  6. Click Execute.

Test Custom Function

  1. Add test data in Zoho Projects that matches your workflow rule criteria.
  2. Check for updates received in your application via the notification triggered by the custom function.
  3. If there is an error, modify the custom function and retest.
  4. Continue testing until you get the correct output.
Note: You can add up to 10 arguments per custom function.


More Reads
Back to Help
Workflow Rule for Phases
WhatsApp Notification for Phases
Email Template for Phases
Email Alert for Phases
Webhooks for Phases