Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.

Hello Everyone,

A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.

Requirement:-

One of our customers wanted to update the Task and Issue prefix id the same as the Project prefix id for all the projects. The same was implemented using Project custom function along with Workflow rules.

Below is the custom function code for reference.

Custom function code:-

params = Map();

params.put("taskbugprefix",prefix);

updateProject = invokeurl

[

url: "https://projectsapi.zoho.com/restapi/portal/"+portalId+"/projects/"+projectId+"/"

type: POST

parameters: params

connection: "XXXXXXX"

];

return updateProject ;

 

Make sure to replace XXXXXXX with the Zoho Projects connection link name with scope ZohoProjects.projects.UPDATE. Check this link to learn how to create the connection. 

Also, a screenshot of the sample Project workflow rules along with arguments to be mapped is attached for reference.

We hope you found this post useful. If you have any questions, feel free to share them in the comments below.

• Topic Participants

• Saraswathi S

  

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