Power of Automation :: Automatically create a tag and associate it to all the tasks in a project

Power of Automation :: Automatically create a tag and associate it to all the tasks in a project

Hello Everyone,


A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and calculations. 


Let us consider the below use case from a customer - 


Whenever a project is created, a tag should be automatically created based on the project name and must to associated with that project and all the tasks created in that project 

We had accomplished this requirement using Custom functions at both Project & Task levels.


Create a connection for the Zoho Projects service with the scopes “zohoprojects.tags.ALL, zohoprojects.projects.READ” to replace ‘connectionprojects’ with the connection name. Click this link below to learn how to create the connection.


To automate this process, you can create Workflow Rules at Task & Project levels and associate the below custom functions.


Script to be used at Task level

endPoint = "https://projects.zoho.com/restapi/portal/";

endPointV3 = "https://projects.zoho.com/api/v3/portal/";

tagIds = List();

getProjectResponse = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/"

type :GET

connection:"connectionprojects"

];

tagDetails = getProjectResponse.get("projects").get(0).get("TAGS");

for each  tagDetail in tagDetails

{

tagIds.add(tagDetail.get("id"));

}

tagsParam = Map();

tagsParam.put("tag_id",toString(tagIds));

tagsParam.put("entity_id",taskId);

tagsParam.put("entityType","5");

url1 = endPointV3 + portalId + "/projects/" + projectId + "/tags/associate";

associateTagsResponse = invokeurl

[

url :url1

type :POST

parameters:tagsParam

connection:"connectionprojects"

];

return "success";


Script to be used at project level

url1 = "https://projects.zoho.com/api/v3/portal/" + portalId + "/tags";

tagObject = Map();

tagObject.put("name", projectName);

tagArray = List();

tagArray.add(tagObject);

tagParam = Map();

tagParam.put("tags",tagArray);

createTagResponse = invokeurl

[

url :url1

type :POST

parameters:tagParam

connection:"connectionprojects"

];

tagId = createTagResponse.get("tags").get(0).get("id");

    tagsParam = Map();

tagsParam.put("tag_id",tagId);

tagsParam.put("entity_id",projectId);

tagsParam.put("entityType","2");

url1 = "https://projects.zoho.com/api/v3/portal/" + portalId + "/projects/" + projectId + "/tags/associate";

associateTagsResponse = invokeurl

[

url :url1

type :POST

parameters:tagsParam

connection:"connectionprojects"

];

return "success";


Creating custom functions in Zoho Projects is straightforward and well-documented. Zoho provides a range of built-in functions that you can use as a starting point, and you can also easily define your own functions using Zoho's scripting language, Deluge. Give it a try and see how it can save your time and boost your productivity!
 
Watch this space for more such custom function codes. 


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