CodeX Scripts for Projects | Help | Zoho Projects

CodeX Scripts for Projects

CodeX Scripts in Zoho Projects are advanced conditional logic scripts that help enforce specific rules and validations. Users can control how and when a project can be created, edited, or transitioned. This ensures better compliance and process alignment.

Info

Use Cases: 

Create a New Project

Creates a new project with populated project records with owner, dates, budget, and custom fields filled in.
Code:
  1. function main() {
  2.   try {
  3.     const layoutId = current.record.layoutId;
  4.     const moduleId = current.record.moduleId;
  5.     const layout = client.getLayoutById(layoutId, moduleId);

  7.     const newProject = new Record(layout);
  8.     newProject.name = "Explore Zoho ";

  10.     const projectOwnerId = variables.projectowner.value;

  12.     const user1 = variables.user1.value; // ZPUID of user1 is stored in variables
  13.     const user2 = variables.user2.value; // ZPUID of user2 is stored in variables

  15.     const addedProject = client.save(newProject);
  16.     addedProject.name = "Explore Zoho Projects";
  17.     addedProject.description =
  18.       "Explore Zoho Projects features and functionalities";
  19.     addedProject.owner = projectOwnerId;
  20.     addedProject.status = "242942000000027095"; // status Id based on layout. Here, 242942000000040005 corresponds to 'In Progress' status
  21.     addedProject.start_date = "2025-12-08";
  22.     addedProject.end_date = "2025-12-25";
  23.     addedProject.project_group = "242942000000025001"; // project group Id
  24.     addedProject.completed_time = "2025-12-31T00:00:00+05:30"; // completed time should be proivded in ISO date and time formate
  25.     addedProject.currency = "INR"; // Currency code
  26.     addedProject.budget_type = "1"; // Budget Type
  27.     addedProject.hourly_budget = "5.000";
  28.     addedProject.hourly_budget_threshold = "3.000";
  29.     addedProject.cost_budget = "5600";
  30.     addedProject.cost_budget_threshold = "5000";
  31.     addedProject.revenue_budget = "4000";
  32.     addedProject.billing_method = "1"; // Billing Method Ref: BillingMethod enum in IDE.
  33.     addedProject.rate_per_hour = "800";
  34.     addedProject.cost_per_hour = "600";

  36.     addedProject.single_line_text = "Sample Single Line Text";
  37.     addedProject.pick_list = "Option 1"; // Value based on picklist options in layout
  38.     addedProject.multi_line_text =
  39.       "Lorem sunt Duis dolor laborum \n eu magna incididunt ipsum qui sit pariatur \n aute officia nisi irure nostrud sit commodo esse";
  40.     addedProject.multi_select_field = ["Option 1", "Option 2", "Option 3"]; // Values based on multi select options in layout
  41.     addedProject.user_pick_list_all_users = user1;
  42.     addedProject.user_pick_list_select_roles = "242942000000082031"; // Role Id based on org roles
  43.     addedProject.user_pick_list_selected_users = user2;
  44.     addedProject.multi_user_picklist_all_users = [user1, user2];
  45.     addedProject.multi_user_picklist_selected_roles = [
  46.       "242942000000082031",
  47.       "242942000000082001",
  48.     ];
  49.     addedProject.multi_user_picklist_selected_users = [user1, user2];
  50.     addedProject.date_field = "2025-12-08"; // Date field value in ISO Date format
  51.     addedProject.checkbox_field = "true";
  52.     addedProject.currency_field = "4300";
  53.     addedProject.percentage_field = "25"; // Percentage value without % symbol
  54.     addedProject.decimal_field = "130.24";
  55.     addedProject.number_field = "430020";
  56.     addedProject.email_field = "vishal@yahoo.com";
  57.     addedProject.phone_field = "1234567890";
  58.     addedProject.url_field = "https://zlyker.com/";
  59.     client.save(addedProject);
  60.   } catch (err) {
  61.     console.log(err);
  62.     throw new ScriptError(err);
  63.   }
  64. }

Create a New Entity

Creates a blank record in any module with just a name field set to use it for debugging or validation.
Code:
  1. function main() {

  3.     try {

  5.         let layout = client.getLayoutById(current.record.layoutId, current.record.moduleId);

  7.         let record = new Record(layout);

  9.         record.name = "created project from script"

  11.         client.save(record);

  13.     } catch (err) {

  15.         throw new ScriptError(err);

  17.     }

  19. }
  20.  

Restrict Task Edits in Archived Projects

Restricts task edits when the associated project is archived.
Code:
  1. function main() {
  2.     let task = current.record;
  3.  
  4.     let projectId = task.projectId;
  5.     const moduleItr = client.getModules(0, 10);
  6.     //projects module id: 5000000000380
  7.     let moduleId;
  8.     console.log(JSON.stringify(current.affectedFields));
  9.     while(moduleItr.hasNext()) {
  10.         let moduleObj = moduleItr.next();
  11.         if(moduleObj.name == 'Projects') {
  12.             moduleId = moduleObj.id;
  13.         }
  14.         
  15.     }
  16.     let project = client.getRecordById(moduleId, projectId);
  17.  
  18.     if(project._status == 'archived') {
  19.         throw new ScriptError("Edits are disabled for archived projects");
  20.     }
  21.  
  22.  
  23. }
  24.  
Got an idea for how you would like CodeX to work in your project setup? Drop your use case in the comments below!
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CodeX Scripts for Projects