Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

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. 


Below is the use case ::

We have created a custom date field in the Task module. The requirement is to automatically update this date field in another task whenever it is changed during a Blueprint transition.

Example:

We have two tasks — Task Alpha and Task Beta.

When Task Alpha is completed through a Blueprint transition, the Custom Date Field is updated (this step is mandatory). Once this transition is completed, the same Custom Date Field value should be automatically pushed to Task Beta, updating its Start Date and Due Date accordingly.

This functionality can be implemented using Custom Functions. First, establish a connection with the Zoho Projects service using the scopes 'ZohoProjects.Tasks.ALL'.

Make sure to set the connection link name to ‘connectionprojects’ in the code provided below. The screenshots of Arguments is attached for reference.
nextTaskName = "hello"; // update the next task name here and make sure its unique
params = Map();
params.put("filter",{"criteria":{{"field_name":"name","criteria_condition":"is","value":{nextTaskName}}},"pattern":"1"});
getTasks = invokeurl
[
url :projectsV3Endpoint + portalId + "/projects/" + projectId + "/tasks"
type :GET
parameters:params
connection:"connectionprojects"
];
nextTaskId = getTasks.get("tasks").get(0).get("id");
updateTaskParam = Map();
updateTaskParam.put("start_date",toString(customDate,"MM-dd-yyyy"));
updateTaskParam.put("end_date",toString(customDate,"MM-dd-yyyy"));
updateTaskResponse = zoho.projects.update(portalId,projectId,"Tasks",nextTaskId,updateTaskParam,"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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