Power of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project

Power of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project

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 status of one task based on the status of another task. After some experimentation, we successfully achieved this using custom functions in Zoho Projects.

Here's an overview of the customer requirement:

"I am trying to connect two tasks so that if I update the status of one task as 'Complete' or 'In Progress', it should automatically update the status of the other task to the same value."

To fulfil this requirement, we utilised task dependencies and custom functions in Zoho Projects. By establishing a dependency between the tasks and leveraging the power of custom functions, we were able to automate the synchronisation of task statuses.

Here is the code for the custom function.

taskdetails = invokeurl
[
url :"https://projectsapi.zoho.com/restapi/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"
type : Get
connection:"zoho_projects"
];
info taskdetails;
if(status == "Completed")
{
successors = taskdetails.get("tasks").get(0).get("dependency").get("successor");
for each  successor in successors
{
id = successor.get(0);
m = Map();
m.put("custom_status",1213708000000734023);
updatetask = invokeurl
[
url :"https://projectsapi.zoho.com/restapi/portal/" + portalId + "/projects/" + projectId + "/tasks/" + id + "/"
type :Post
parameters:m
connection:"zoho_projects"
];
}
return "success";

Implementing this custom function in Zoho Projects has allowed our customer to automate task updates, 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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