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. 




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