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’s check out this use case from a customer -

endPointV3 = "https://projectsapi.zoho.in/api/v3/portal/";

transitionAndProcess = Map();

transitionAndProcess.put("Infrastructure",{"cf":"infrastrucure_approval_status","approver":"infrastructure_team_member"});

transitionAndProcess.put("Infosec",{"cf":"infosec_approval_status","approver":"infosec_team_member"});

transitionAndProcess.put("Privacy",{"cf":"privacy","approver":"privacy_team_member"});

transitionAndProcess.put("Operations Risk",{"cf":"operational_risk_approval_status","approver":"operational_risk_team_member"});

transitionAndProcess.put("Legal",{"cf":"legal_approval_status","approver":"legal_team_member"});

transitionAndProcess.put("Technology",{"cf":"legal_approval_status","approver":"technology_team_member"});

transitionAndProcess.put("Fraud Committee",{"cf":"fraud_committee_approval_status","approver":"fraud_committee_team_member"});

transitionAndProcess.put("Data Architect",{"cf":"data_architect_approval_status","approver":"data_architect_team_member"});

// transitionAndProcess.put("Data CoE", {"cf":"data_co_e_approval_status","approver":data_co_e_approver});

// transitionAndProcess.put("Compliance", {"cf":"compliance_approval_status","approver":compliance_approver});

transitionName = affectedFields.get("edits").get(0).get("transition_name");

// transitionName = "Infrastructure";

if(transitionAndProcess.containKey(transitionName))

{

getTaskDetails = invokeurl

[

url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId

type :GET

connection:"*****"

];

info getTaskDetails;

cf = transitionAndProcess.get(transitionName).get("cf");

status = getTaskDetails.get(cf);

info status;

if(status.equalsIgnoreCase("Need more Document"))

{

approver = transitionAndProcess.get(transitionName).get("approver");

approverTeamMember = getTaskDetails.get(approver).get("zpuid");

info approverTeamMember;

params = Map();

valueMap = List();

valueMap.add({"zpuid":approverTeamMember});

// if(getTaskDetails.containsKey("review_pending_committee_list"))

// {

// for each  committee in getTaskDetails.get("review_pending_committee_list")

// {

// valueMap.add({"zpuid":committee.get("zpuid")});

// }

// }

params.put("review_pending_committee_list",{{"add":valueMap}});

info params;

updateTask = invokeurl

[

url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId

type :PATCH

parameters:params.toString()

connection:"******"

];

info updateTask;

}

}

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.