Export Tasks to Cloud Widget | Online Help | Zoho Projects

Export Tasks to Cloud Widget

Export Tasks to the Cloud

Portal users can export tasks in XLS or CSV files and to the cloud. Users can select the specific task view (default or custom) and also choose the columns they want to export. For example, you can export your tasks to a cloud storage service like Google Drive, Microsoft OneDrive, Apple iCloud drive, and so on. 

Create an extension in Sigma

  1. Go to the Sigma extension tool and log in to your workspace.
  2. Click the New Extension button.
  3. Enter the extension name and add a description.
  4. Select the service as Zoho Projects.
  5. Click the radio button to Agree to the terms and conditions.
  6. Click Create. 
Notes
While creating an extension, ensure that the location, icon, function_uuid, and version are provided in the plugin manifest file. A function should be associated with the extension, and the respective ID should be added to the plugin manifest file. The location should be "export."   

  Here is a sample of information that needs to be included in the plugin manifest file:
 { 
             "location": "export", 
             "url": "/app/index.html", 
             "icon": "/app/img/aaa.png", 
             "function_uuid": "4c0e7a33-4c8e-95ff-4aa67f5c8b08", 
             "version": "3.0" 
 } 
 
 
In extension, it is mandatory to provide the location at which the exported data needs to be stored. You can also add data fields to be displayed after choosing the location. For instance, you can choose to store your exported task data in Google Drive. You need to provide the path, project ID, and portal ID using the custom data parameter. To add the data fields to be displayed, provide the field values under the display data parameter.  

let paramObj = {
  "customdata": {
   "path": "john's/pics",
   "portal_id": "8903133",
   "project_id": "1859000000199005"
  },
  "display_data" : [
   {
    "name": "Path",
    "value": "John's Drive",
     "link": "https://drive.google.com/drive/folders/1e1xWqREV"
   }, {
    "name": "App Name",
    "value": "G- Drive"
   }
  ]
      }

zohoprojects.set('execute', paramObj);

Notes
Parameters needed to execute a function can be added under custom data.

Details to be displayed can be added under display data. You can also add a link.

A maximum of five display fields can be added to the display data.


Learn more about creating an extension from this help document.
 
Once done, associate the function with the extension. However, please note that you should have created a function in Sigma to associate the function with the extension. Learn how to create a function. 

Info
Set the function's return type to String and include a return data with required details. This allows you to easily view the export file information under Export History by clicking on the cloud storage service's name.

Below is the sample return data for your reference: 

display_data = list();

data1 = Map();
data1.put("name", "Folder path");
data1.put("value", "G- Drive's myfolder");
data1.put("link", "https://drive.google.com/drive/home");

data2 = Map();
data2.put("name", "Folder name");
data2.put("value", "Export history");

display_data.add(data1);
display_data.add(data2);

display_data.toString();

Refer to the screenshot below to view the output: 


Associate the function to the extension

  1. Go to the Sigma extension tool.
  2. Click Extensions in the left panel.
  3. Hover over the required extension and click the extension details icon. Learn more.
  4. Switch to the Functions tab and click Associate Function.
  5. Select a function and its version and click Associate. 
You can now publish the extension as private in Sigma and share it with the portal who needs to access this extension.
 
After publishing the extension in Sigma:
  1. Log in to your Zoho Projects portal.
  2. Click  in the top-right corner and go to Marketplace.
  3. Click Installed Apps under Marketplace to view the extension installed.
  4. Click Enable to activate the extension. 
You'll now be able to view the Export to Cloud option under Export in Tasks. 

Export the Tasks to Cloud 

  1. Navigate to a project.
  2. Click the Tasks tab in the top band and click Export Tasks.
  3. Choose the Task View and Format for the tasks to be exported.
  4. Select the columns to be exported.
  5. Check the Export to Cloud checkbox.
  6. Select the location for the file to be exported and click Choose.