Custom Function for Milestone Auto-Complete

Custom Function for Milestone Auto-Complete

A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.

Custom Functions can be used by organizations that want to automatically mark their milestones as complete once all of the tasks within the milestone have been completed. First we need to establish a connection, define a workflow rule and then associate a custom function to that workflow rule.

Create a new connection
  1. Navigate to the Setup icon and select Marketplace.
  2. Click Connections under Marketplace and then Create Connection.
  3. Click Default Services under Pick your service.
  4. Select Zoho Projects.
  5. Enter ZP MS Autocomplete as the Connection name and select the scopes ZohoProjects.milestones.UPDATE, ZohoProjects.bugs.READ, ZohoProjects.tasks.READ, and Zoho Projects.milestones.ALL

  6. Click the Create and Connect button.

  7. You will be prompted to connect to the newly established connection
  8. Click the Proceed button.

  9. The connection will be created once the accept button is clicked.

Note : Remember that 'Use Credentials of Login User' has to be switched off.

Workflow rule for automatically completing a milestone
  1. Click in the top navigation bar.
  2. Navigate to Task Automation and click Workflow Rules.
  3. Click New Workflow Rule.
  4. Enter the workflow name, description, and select the required layout.
  5. Under Execute on, choose 'Update' then Choose 'Field Specific and Select 'Status' from drop down menu.
  6. Click Next.

Create and associate the custom function to the workflow

Next, we will create a custom function and associate it with the workflow rule.
  1. Click on Add Action and then select Associate Custom Function.
  2. Click Create Custom Function in the Associate Custom Function page.

  3. In the Create Custom Function page type in the function name as Milestone Auto Complete.
  4. Add Arguments for project id, portal id, and milestone id as shown in the image below.

  5. Use this as the Sample Code and click Save.
  6. Associate the created Custom Function.

Click Save Rule.


  1. Sample Code: 
    1. // Construct parameter to filter the open tasks
      taskParam = Map();
      taskParam.put("status","notcompleted");
      taskParam.put("milestone_id",milestoneId);
      // Invoke get tasks API
      //Add your connection name as last parameter
      taskResponse = zoho.projects.getRecords(portalId,projectId,"tasks",taskParam,1,"zpmsautocomplete");
      info taskResponse;
      // Variable declaration and assign value , Endpoint of the API
      // This Varibale used to decide the milestone completion
      isMilestoneUpdate = false;
      // If task response is empty it will check any open bugs are available
      if(taskResponse.isEmpty())
      {
      // construct parameter for filter only open bugs
      milestoneList = list();
      milestoneList.add(milestoneId);
      bugParam = Map();
      bugParam.put("statustype","open");
      bugParam.put("milestone",milestoneList);
      info "bugParam:" + bugParam;
      //Add your connection name as last parameter
      bugResponse = zoho.projects.getRecords(portalId,projectId,"bugs",bugParam,1,"zpmsautocomplete");
      info bugResponse;
      if(bugResponse.isEmpty())
      {
      isMilestoneUpdate = true;
      }
      }
      info "TaskResponse Is Empty :" + taskResponse.isEmpty() + ", isMilestoneUpdate:" + isMilestoneUpdate;
      info "---------------------";
      if(!milestoneId.isNull() && isMilestoneUpdate)
      {
      //Modify the status of the milestone.(1 - notcompleted, 2 - completed)
      milestoneParam = Map();
      milestoneParam.put("status",2);
      info milestoneParam;
      info "---------------------";
      // Enter The Connection option Example : connection:"your_conection_name"
      updateMilestoneResponse = invokeurl
      [
      url :projectsAPIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/milestones/" + milestoneId + "/status/"
      type :POST
      parameters:milestoneParam
      connection:"zpmsautocomplete"
      ];
      info updateMilestoneResponse;
      info "-------------------------------------";
      } 
      return "success";
We hope you found this post to be helpful.
If you have any questions, please leave them in the comments section below or email us at support@zohoprojects.com.






      • Sticky Posts

      • Introducing the Zoho Projects Learning Space

        Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

      • Update on V2 API End-of-Life Timeline

        Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy

      • Automation Series: Auto-update Phase Status

        Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your

      • Automate Timesheet Approvals with Multi-level Approval Rules

        Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to

      • Accessibility Spotlight Series - 1

        Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

        • Recent Topics

        • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

          2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued

        • Batch Tracking custom function

          Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

        • Company Multiple Branch/ Location Accounting

          Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

        • Is it possible to setup bin locations WITHOUT mandating batch tracking?

          Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

        • Dependent (Conditional) Fields in Zoho Bookings Forms

          Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

        • Support “Other” Option with Free Text in Dropdown Fields

          Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

        • Include Suggested Articles in New Ticket Email

          When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

        • Item Bulk Edit - Allow for Reorder Level

          We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

        • Sharing my portal URL with clients outside the project

          Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

        • StatusIQ

          Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

        • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

          I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

        • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

          Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

        • SAP S/4 HANA Integration via ZOHO Flow

          Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

        • VLOOKUP FUNCTION PROBLEM

             Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

        • Zoho Flow Completely Broken?

          Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

        • Print / Export full Dashboard page

          Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

        • emails duplicated in my outlook client

          Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

        • How to check task starting time in zoho mobile app?

          I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

        • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

          I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

        • List of packaged components and if they are upgradable

          Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

        • Domain Transaction

          I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

        • RouteIQ for Zoho FSM

          Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

        • Export Tickets from the Help Center

          Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

        • Is it possible to remove filtering options?

          My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

        • Function #18: Associate invoice templates automatically based on customer language

          For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

        • Changing field types

          Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

        • Quote PDF – Header image stopped rendering suddenly

          Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

        • Changing Default PDF Name

          Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

        • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

          Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

        • Function #48: Manage fixed installment payments using Zoho Books

          Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

        • Spotlight series #6: The Show app for Android TV has a new look!

          Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

        • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

          In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

        • Can’t create alias “Email alias already exists”

          Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega

        • Zoho Books integration sync from Zoho CRM does not work

          Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

        • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

          The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

        • Paging through API results. a major gap in your documentation.

          There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

        • unable to send message reason 550 5.4.6 unusual sending activity

          My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

        • Next Page