Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.

Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.

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 take the below User Requirement - 


A customer wanted to archive a project automatically once all the tasks in it are closed. The code below will help you to achieve the above requirement. 


Create a connection using the mentioned scopes “ZohoProjects.projects.UPDATE, ZohoProjects.tasks.READ, ZohoProjects.portals.READ" by following the steps mentioned in the below link.



Post which, update the connection name with 'connectionprojects’ in the code. PFA screenshots for Arguments & Task workflow rule

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

taskParameter = Map();

taskParameter.put("status","notcompleted");

taskResponse = zoho.projects.getRecords(portalId,projectId,"tasks",taskParameter,0,"connectionprojects");

projectsParameter = Map();

projectsParameter.put("status","archived");

if(!taskResponse.containKey("tasks"))

{

updateProjectResponse = invokeurl

[

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

type :POST

parameters:projectsParameter

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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