Power of Automation - Automate the task start date based on project start date 

Power of Automation - Automate the task start date based on project start date 

Hello Everyone!


I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation, we successfully achieved this using custom functions in Zoho Projects.


Here's an overview of the customer requirement:


“I am creating tasks and by default each task should have start date same as project start date.”


By leveraging the power of custom functions, we were able to automate this requirement.


Here is the code for the custom function and attached the screenshot of parameters.

​

APIEndPoint = "https://projectsapi.zoho.com/restapi";

timeZone = "Asia/Calcutta";

data = Map();

data.put("start_date",toDate(projectstartdate,"dd-MM-yyyy").toText("MM-dd-YYYY",timeZone));

response = invokeurl

[

url : APIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"

type : Post

parameters: data

connection:"********"

];

return "success";


Implementing this custom function in Zoho Projects has allowed our customer to automate tasks start date, saving valuable time and effort. It's important to note that this is just one example of how custom functions can be utilised. With a touch of creativity, you can develop custom functions that cater to your project's unique needs.


If you'd like to explore custom functions further, check out the Zoho Projects documentation on how to establish connections and leverage custom functions


Stay tuned for more custom function codes and exciting updates! If you have any questions or want to share your own custom function use cases, feel free to join the discussion.





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