Power of Automation: Automatically create a folder within team folder upon task creation.
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 create individual folders for each task within the Team folder in the Documents module of the project, aiming for enhanced document management related to the tasks. This was accomplished using custom functions along with Task workflow rules.
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 create individual folders for each task within the Team folder in the Documents module of the project, aiming for enhanced document management related to the tasks. This was accomplished using custom functions along with Task workflow rules.
Custom function code:-
endPointV3 = "https://projectsapi.zoho.com/api/v3/portal/";
url1 = endPointV3 + portalId + "/projects/" + projectId + "/folders";
teams = invokeurl
[
url :url1
type :GET
connection:"XXXXXXX"
];
folderId = teams.get("default_folder").get("thirdparty_folder_id");
header = Map();
header.put("Accept","application/vnd.api+json");
data=Map();
data_param1=Map();
att_param1=Map();
att_param1.put("name",taskName);
att_param1.put("parent_id",folderId);
data_param1.put("attributes",att_param1);
data_param1.put("type","files");
data.put("data",data_param1);
response = invokeurl
[
url :"https://www.zohoapis.com/workdrive/api/v1/files"
type : POST
parameters : data.toString()
headers : header
connection : "XXXXXXX"
];
return "success";
Make sure to replace XXXXXXX with the Zoho Oauth connection link name which includes the scope ZohoProjects.documents.READ and Workdrive.files.CREATE. For guidance on creating this connection, refer this link
url1 = endPointV3 + portalId + "/projects/" + projectId + "/folders";
teams = invokeurl
[
url :url1
type :GET
connection:"XXXXXXX"
];
folderId = teams.get("default_folder").get("thirdparty_folder_id");
header = Map();
header.put("Accept","application/vnd.api+json");
data=Map();
data_param1=Map();
att_param1=Map();
att_param1.put("name",taskName);
att_param1.put("parent_id",folderId);
data_param1.put("attributes",att_param1);
data_param1.put("type","files");
data.put("data",data_param1);
response = invokeurl
[
url :"https://www.zohoapis.com/workdrive/api/v1/files"
type : POST
parameters : data.toString()
headers : header
connection : "XXXXXXX"
];
return "success";
Make sure to replace XXXXXXX with the Zoho Oauth connection link name which includes the scope ZohoProjects.documents.READ and Workdrive.files.CREATE. For guidance on creating this connection, refer this link
Also, screenshots of the list of parameters to be mapped and a sample Task workflow rule are 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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