Power of Automation :: Incorporate your desired tasklist into a new project automatically

Power of Automation :: Incorporate your desired tasklist into a new project automatically


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 consider the below use case from a customer - 


We have received a specific use case - whenever a project is created, a specific tasklist from a project template should be automatically copied into this new project


We had accomplished this requirement using custom functions.


Create a connection for Zoho Projects service with the scopes “zohoprojects.tasks.all, zohoprojects.projects.all, zohoprojects.tasklists.all” to replace ‘connectionprojects’ with the connection name. Click this link below to learn how to create the connection. Attached the screenshot of Arguments.


To automate this, create a Project Workflow and this should be executed whenever a project is created. Refer this link to know about workflow rules.


Script to be used


timezone = "+05:30";

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

today = zoho.currenttime;

projectTemplateId = "1376202000007459043"; // project template id

mapTaskListName = "*******";

associateTaskTemplateParameter = Map();

projectDetails = invokeurl

[

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

type :GET

connection:"connectionprojects"

];

milestoneId = projectDetails.get("projects").get(0).get("none_milestone_id");

allTasklists = invokeurl

[

url :endPoint + portalId + "/projects/" + projectTemplateId + "/tasklists/"

type :GET

connection:"connectionprojects"

];

allTasklists = allTasklists.get("tasklists");

for each  tasklist in allTasklists

{ 

if(tasklist.get("name").containsIgnoreCase(mapTaskListName)){

associateTaskTemplateParameter.put("shift_days",toString(today,"YYYY-MM-dd'T'HH:mm:ss") + timezone);

associateTaskTemplateParameter.put("flag","internal");

associateTaskTemplateParameter.put("sourceProjectId",projectTemplateId);

associateTaskTemplateParameter.put("sourceTasklistId",tasklist.get("id_string"));

associateTaskTemplateParameter.put("milestone_id",milestoneId);

associateTaskTemplateResponse = invokeurl

[

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

type :POST

parameters:associateTaskTemplateParameter

connection:"connectionprojects"

];

break;

}

}

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. 




      • Sticky Posts

      • Time Log Reminder

        Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

      • Enhanced Collaboration and Global Web Tabs

        Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

      • Tip 37: Time Log Restriction in Zoho Projects

        Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

      • Rename Task Module To Suit Your Project

        Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled

      • Project Billing with the Staff Hours Method in Zoho Projects

        The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service