Power of Automation :: Create recurring Projects using Schedule Function.

Power of Automation :: Create recurring Projects using Schedule Function.

Hello Everyone,

Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.

Today, I would like to highlight one of the recent features that have been released - Schedule Function.

The schedule function allows you to execute custom functions based on a specified schedule such as hourly, daily, weekly, or monthly. Here is the help document for reference.

Now, let's consider the scenario of creating recurring projects at specific intervals. Many of our customers have previously requested a feature to automate project creation at specific frequencies, and yes, this can be accomplished using the Schedule Function option.

Below is a sample custom function code for creating Projects. All you need to do is schedule the frequency for how often the custom function should be executed.

Custom function code:-

endPoint = "https://projects.zoho.com/restapi/portal/";
project_map = Map();
project_map.put("name","Project name");
create_project = invokeurl
[
url :endPoint + portalId + "/projects/"
type :POST
parameters:project_map
connection:"xxxxxxxxx"
];
info create_project;

Make sure to replace xxxxxxxxx with Zoho Projects connection name. Screenshot of the list of parameters to be mapped and a sample weekly schedule setup is attached for reference.

By leveraging Project custom functions along with the schedule function feature, we can effectively automate project creation, ultimately enhancing our productivity. 

 

We hope you found this post useful. Above scenario is just a glimpse of its vast potential. If you have any questions or wondering if your requirement could be met using custom functions, feel free to share them in the comments section below. 




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