Power of Automation::Streamline Associated Teams during Blueprint transition.

Power of Automation::Streamline Associated Teams during Blueprint transition.


Hello Everyone,

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

Requirement:-

One of our customers wanted to automatically fetch the Task Owner's Team and assign it to the Associated Team field during a Blueprint transition. To achieve this, associate the below custom function code to the "After" section of the blueprint transition. For more details on Blueprint, please refer to this link.

Custom function code:-

zuidList = list();
/*          Get all owners and teams.      */
for each  owner in taskOwners
{
zuidList.add(owner.get("id").toString());
}
getTeamUsers = invokeurl
[
url :endPointV3 + portalId + "/teams/users"
type :GET
connection:"XXXXX"
];
if(getTeamUsers.get("page_info").get("count") > 0)
{
associtedTeams = list();
for each  user in getTeamUsers.get("team_users")
{
info zuidList + " == " + user.get("zuid") + " : " + zuidList.contains(user.get("zuid"));
if(zuidList.contains(user.get("zuid")))
{
associtedTeams.addAll(user.get("associted_teams"));
}
}
associtedTeams = associtedTeams.distinct();
}
/*   Get all associate teams      */
getAssociatedTeams = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/teams"
type :GET
connection:"XXXXX"
];
// info getAssociatedTeams;
 associteTeam = list();
for each  teamid in associtedTeams
{
associteTeam.add({"id":teamid});
}
/*   Remove teams that are already associated   */
if(getAssociatedTeams.get("page_info").get("count") > 0)
{
for each  team in getAssociatedTeams.get("teams")
{
if(associtedTeams.contains(team.get("id")))
{
associtedTeams.removeElement(team.get("id"));
}
}
}
// info associtedTeams;
/*   Associate teams to project of not added   */
if(associtedTeams.size() > 0)
{
params = Map();
params.put("team_ids",associtedTeams);
info params;
associateTeamToProject = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/associate-teams"
type :POST
parameters:params
connection:"XXXXX"
];
info associateTeamToProject;
}
/*   Associate teams to task of not added   */
if(associteTeam.size() > 0)
{
params = Map();
params.put("teams",{{"add":associteTeam}});
info params;
associateTeamToTask = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId
type :PATCH
parameters:params.toString()
connection:"XXXXX"
];
info associateTeamToTask;
}
return "success";

Make sure to replace XXXXX with the Zoho Projects connection link name along with scopes ZohoProjects.tasks.UPDATE, ZohoProjects.teams.ALL. Check this link to learn how to create the connection. Please find the screenshot of the parameters to be mapped.

We hope you found this post useful. If you have any questions, feel free to share them in the comments below.



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