Power of Automation::Streamline Associated Teams during Blueprint transition.

Power of Automation::Streamline Associated Teams during Blueprint transition.


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 automatically fetch the Task Owner's Team and assign it to the Associated Team field during a Blueprint transition. To achieve this, associate the below custom function code to the "After" section of the blueprint transition. For more details on Blueprint, please refer to this link.

Custom function code:-

zuidList = list();
/*          Get all owners and teams.      */
for each  owner in taskOwners
{
zuidList.add(owner.get("id").toString());
}
getTeamUsers = invokeurl
[
url :endPointV3 + portalId + "/teams/users"
type :GET
connection:"XXXXX"
];
if(getTeamUsers.get("page_info").get("count") > 0)
{
associtedTeams = list();
for each  user in getTeamUsers.get("team_users")
{
info zuidList + " == " + user.get("zuid") + " : " + zuidList.contains(user.get("zuid"));
if(zuidList.contains(user.get("zuid")))
{
associtedTeams.addAll(user.get("associted_teams"));
}
}
associtedTeams = associtedTeams.distinct();
}
/*   Get all associate teams      */
getAssociatedTeams = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/teams"
type :GET
connection:"XXXXX"
];
// info getAssociatedTeams;
 associteTeam = list();
for each  teamid in associtedTeams
{
associteTeam.add({"id":teamid});
}
/*   Remove teams that are already associated   */
if(getAssociatedTeams.get("page_info").get("count") > 0)
{
for each  team in getAssociatedTeams.get("teams")
{
if(associtedTeams.contains(team.get("id")))
{
associtedTeams.removeElement(team.get("id"));
}
}
}
// info associtedTeams;
/*   Associate teams to project of not added   */
if(associtedTeams.size() > 0)
{
params = Map();
params.put("team_ids",associtedTeams);
info params;
associateTeamToProject = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/associate-teams"
type :POST
parameters:params
connection:"XXXXX"
];
info associateTeamToProject;
}
/*   Associate teams to task of not added   */
if(associteTeam.size() > 0)
{
params = Map();
params.put("teams",{{"add":associteTeam}});
info params;
associateTeamToTask = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId
type :PATCH
parameters:params.toString()
connection:"XXXXX"
];
info associateTeamToTask;
}
return "success";

Make sure to replace XXXXX with the Zoho Projects connection link name along with scopes ZohoProjects.tasks.UPDATE, ZohoProjects.teams.ALL. Check this link to learn how to create the connection. Please find the screenshot of the parameters to be mapped.

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

    • Sticky Posts

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
    • Set Custom Business Calendars and Holidays for Global Teams

      Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be
    • Restore Trashed Records Anytime Within 30 Days

      Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
    • Organize and Clone Task Custom Views

      We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
      • Recent Topics

      • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

        Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Zoho Canvas - Custom templates for related lists

        Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
      • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

        Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
      • How to invite friends on other social media platforms to one of my group chats in arattai?

        Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
      • Writer sing up problom

        Zoho writer sing up prolom face
      • Enable Password Import option in ulaa browser

        Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • Workdrive on Android - Gallery Photo Backups

        Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
      • Market cap

        Market cap formula?? Kaise nikale
      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
      • Option to Empty Entire Mailbox or Folder in Zoho Mail

        Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?
      • Bharat

        a
      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
      • Improved RingCentral Integration

        We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
      • Zoho Learn & Zoho Connect

        Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
      • Addin Support in Zoho Sheet

        Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
      • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

        My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm
      • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

        Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil
      • How to upload own video?

        How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?
      • Support new line in CRM Multiline text field display in Zoho Deluge

        Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
      • A couple of minor enhancements to Workflows

        Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
      • Announcing new features in Trident for Windows (v.1.32.5.0)

        Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or
      • How to render either thumbnail_url or preview_url or preview_data_url

        I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
      • Next Page