Custom Functions for Tasks
Add the parameters as shown:
- dependencyType = "FS";
values_map = Map();
values_map.put("name","Task_Name_Here");
values_map.put("description","Sample Deluge Script For Sub task Creation");
createTaskResponse = zoho.projects.create(portalId,projectId,"tasks",values_map);
if(createTaskResponse != null && createTaskResponse.get("tasks") != null)
{
taskInfo = createTaskResponse.get("tasks").get(0);
newTaskId = taskInfo.get("id_string");
dependencyParam = Map();
dependencyParam.put("taskid",newTaskId);
dependencyParam.put("predids",taskId);
dependencyParam.put("projId",projectId);
dependencyParam.put("toupdate","dependencyset");
dependencyParam.put("childprojId",projectId);
dependencyParam.put("dependencytype",dependencyType);
info dependencyParam;
info "------------------";
projectsAPIEndPoint = "https://projectsapi.zoho.com/restapi";
dependency = invokeurl
[
url :projectsAPIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/taskdependency/"
type :POST
parameters:dependencyParam
connection:"zprojects"
];
info dependency;
info "-------------------------------------";
}
return "success";
When the criteria is met, the Custom Function will be triggered an a successor task will be created.
Feature Availability: Latest Enterprise plan.Benefits:
- Integrate with Zoho Apps or third party apps.
- Automate repetitive task functions.
- Associate with workflow rules to set conditions
Add a Custom Function
- Click
in the top navigation bar.
- Navigate to Marketplace and click Custom Functions under Developer Space.
- Select Tasks from the dropdown box.
- Click Create Custom Function.
- Enter a Function Name and a Description.
- Select a Layout and set the Arguments.
- Type in your code in the Deluge script editor or drag and drop the parameters available in the left panel of the editor and customize them.
- Click Save.
- Click Save and Execute to execute the custom function immediately.
- Enter a task ID or search and fetch the task ID to execute the custom function.
Associate a Custom Function to a Workflow Rule
- Click
- Navigate to Task Automation and click Workflow Rules.
- Select a rule.
- Under Add Actions, click Associate Custom Function.
- You can associate an existing Custom Function or create a new one.
- Click Save Rule.
Associate a Custom Function to a Blueprint
- Click
- Navigate to Task Automation and click Blueprint.
- Select a Blueprint.
- Under After, click on Custom Function.
- Click Add to associate a custom function or to create a new one.
- Click the Publish button.
- You can add upto 25 custom functions per layout.
- When creating a custom function, a maximum of 25 parameters is allowed.
- The maximum number of custom function failure per day is 20. If a custom function's failure count is reached, it will be disabled automatically, and the user who created the custom function will be notified via email.
- In a portal, a maximum of 5000 custom functions can be executed per day by Workflow Rule/Blueprint.
Gallery Functions
- Click
- Navigate to Marketplace and click Custom Functions under Developer Space.
- Select Tasks from the drop-down box.
- Click on the drop-down next to the Create Custom Function button.
- Click Gallery Function.
- Hover over any of the listed functions and click Create.
- Change the description and arguments if needed.
The deluge code is prefilled. The TODO lets users know the edits to the code before it can be executed. - Click Save or Save and Execute to run the custom function.
Supported Gallery Functions
- Milestone Autocomplete
- Push Due Date change to Analytics
- Send message in Slack channel
- Send message in Cliq channel
- Update project status
- Change the successor tasks status
- Create successor task
- Create subtask
- Create an issue for the task
- Push status timeline to analytics
Other Actions
- Hover over a custom function and then click
icon.
- Select the required option and make the necessary changes.
Edit: Modify the existing custom function
Delete: Deleted the existing custom function
Clone: Create a copy of the custom function
Rest API: Enable the REST API url for the custom function.
See Also
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Tasks
The Work Overview - Tasks section lists down all the tasks in a portal. By default, users will view all open tasks assigned to them across all the projects. Users can also select other default or custom views using a drop-down. In the Classic view, ...Custom Functions for Projects
Automate your project workflow using Custom Functions. A custom function is a software code that can be used to automate a process. In Deluge, you can write your own function and call it from one or more Workflow rules. It is similar to Javascript's ...Custom Functions for Issues
Automate your issues workflow using Custom Functions. A custom function is a piece of code that can be used for automating a process. You can write your own function in Deluge and call it from one or more business rules. It is similar to the built-in ...Workflow Rules for Tasks
Workflow rules help you to organize the tasks more efficiently by setting criteria and actions that meet your project requirements. For the Workflow Rule to work, you need a trigger that executes the rule and an action that is carried out ...Export Tasks
Portal users can export tasks XLS or CSV file. Users can select the specific task view (default or custom) and also choose the columns they want to export. Benefits: Tasks can be exported to XLS and CSV formats Custom fields can also exported File ...