Power of Automation :: Trigger an email automatically based on Milestone completion percentage

Power of Automation :: Trigger an email automatically based on Milestone completion percentage


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. 


Lets take the below User Requirement - 


When the completion percentage of a Milestone reaches 100%, automatically an email should be sent to the project owner.


This requirement can be accomplished using Custom Function. Initially, create a connection using the mentioned scope “ZohoProjects.tasks.ALL” and update the same with the connection name 'connectionprojects’ in the below code.

Here is the link to know how to create a connection. Also, PFA screenshots of the Arguments & Task Workflow.

https://help.zoho.com/portal/en/kb/projects/integration/connections/articles/connections-23-5-2022#How_to_establish_a_Connection


tomailaddress = projectOwnerDetails.get(0).get("email");

endPointV3 = "https://projects.zoho.com/api/v3/portal/";

// Get Task Details

taskResponse = zoho.projects.getRecordById(portalId,projectId,"Tasks",taskId,"connectionprojects");

milestoneId = taskResponse.get("tasks").get(0).get("milestone_id");

// Get All Tasks

taskParameter = Map();

taskParameter.put("milestone_id",milestoneId);

taskParameter.put("status","notcompleted");

allTaskResponse = zoho.projects.getRecords(portalId,projectId,"tasks",taskParameter,0,"connectionprojects");

if(!allTaskResponse.containKey("tasks"))

{

sendmail

[

from :zoho.loginuserid

to :tomailaddress

subject :"Hi, "+ milestoneName + " is completed"

message :"I am a sample message."

]

}

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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