Using Cliq forms to add a task in Projects

Using Cliq forms to add a task in Projects

Forms in Cliq are platform components that can take in multiple user inputs in a single go, standardize the way work gets kicked off in an organization and helps you automate your everyday workflow. 
Let's understand forms better by considering the following scenario.

Scenario 
Assume, your team is now working on a new project and your lead decides to assign the tasks to the concerned person in Zoho Projects. As a first step, let's connect Zoho Projects with Cliq and add tasks right from the Cliq window using forms. To do this,
 
1. Connect Cliq with Zoho Projects by giving your connection a name followed by specifying the scopes. 
2.  The scopes required to add a task in Zoho Projects are,
  •  ZohoProjects.portals.READ
  •  ZohoProjects.projects.READ
  •  ZohoProjects.users.READ
  • ZohoProjects.tasks.CREATE
3. The required method is POST and the URL to connect Zoho Projects with Cliq is 
https://projectsapi.zoho.com/restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/

4. Once after you initiate the connection use the deluge code generated, in your script.

5. To know more about the scopes available in Zoho Projects head on over here.
 
The bots menu handler and form submit handler code to add a task in Zoho Projects is attached here. Try copying the code in your deluge editor and execute it.

Bot menu handler code
  1. response = Map();
  2. inputs = list();
  3. inputs.add({"type":"text","name":"taskname","label":"Task Name","placeholder":"Specify the task name","mandatory":true,"value":"Enter the task name here"});
  4. inputs.add({"type":"textarea","name":"desc","label":"Add Description","placeholder":"A small description of the task","mandatory":false,"value":"A small description about the task"});
  5. inputs.add({"type":"date","name":"startdateinfo","label":"Start Date","placeholder":"01-01-2020","mandatory":false});
  6. inputs.add({"type":"date","name":"duedateinfo","label":"Due Date","placeholder":"01-01-2020","mandatory":false});
  7. inputs.add({"type":"select","name":"prior","label":"Priority","placeholder":"None","mandatory":false,"value":"None","options":[{"label":"None","value":"none"},{"label":"High","value":"high"},{"label":"Medium","value":"medium"},{"label":"Low","value":"low"}]});
  8. por = invokeurl
  9. [
  10. url :"https://projectsapi.zoho.com/restapi/portals/"
  11. type :GET
  12. connection:"Your connection name"
  13. ];
  14. portals = por.get("portals");
  15. user_listing=Collection();
  16. for each portal in portals
  17. {
  18. id = portal.get("id_string");
  19. pro = invokeurl
  20. [
  21. url :"https://projectsapi.zoho.com/restapi/portal/" + id + "/projects/"
  22. type :GET
  23. connection:"Your connection name"
  24. ];
  25. projects = pro.get("projects");
  26. for each project in projects
  27. {
  28. pid = project.get("id_string");
  29. users = invokeurl
  30. [
  31. url :"https://projectsapi.zoho.com/restapi/portal/"+id+"/projects/"+pid+"/users/"
  32. type : GET
  33. connection:"Your connection name"
  34. ];
  35. for each user in users.get("users")
  36. {
  37. user_id=user.get("id");
  38. user_name=user.get("name");
  39. user_listing.insert({"label":user_name,"value":user_id});
  40. }
  41. }
  42. }
  43. inputs.add({"type":"select","max_selections":"2","multiple":true,"name":"assignee","label":"Owner","placeholder":"Add a user","mandatory":true,"value":"Olivia","options":user_listing});
  44. form = {"type":"form","title":"New Task","hint":"Add a new task in Projects","name":"addtasks","version":1,"button_label":"Add","action":{"type":"invoke.function","name":"tasks"},"inputs":inputs};
  45. return form;
 Form submit handler code
  1. response = Map();
  2. param = Map();
  3. formValues = form.get("values");
  4. priority = formValues.get("priority");
  5. param.put("name",formValues.get("taskname"));
  6. param.put("description",formValues.get("desc"));
  7. param.put("start_date",formValues.get("startdateinfo").toString("MM-dd-yyyy"));
  8. param.put("end_date",formValues.get("duedateinfo").toString("MM-dd-yyyy"));
  9. param.put("priority",formValues.get("prior").get("label"));
  10. param.put("person_responsible",(formValues.get("assignee").get("0").get("value")).toString());
  11. por = invokeurl
  12. [
  13. url :"https://projectsapi.zoho.com/restapi/portals/"
  14. type :GET
  15. connection:"Your connection name"
  16. ];
  17. portals = por.get("portals");
  18. for each portal in portals
  19. {
  20. id = portal.get("id_string");
  21. pro = invokeurl
  22. [
  23. url :"https://projectsapi.zoho.com/restapi/portal/" + id + "/projects/"
  24. type :GET
  25. connection:"Your connection name"
  26. ];
  27. user_listing_map = Map();
  28. projects = pro.get("projects");
  29. for each project in projects
  30. {
  31. pid = project.get("id_string");
  32. tasks = invokeurl
  33. [
  34. url :"https://projectsapi.zoho.com/restapi/portal/" + id + "/projects/" + pid + "/tasks/"
  35. type :POST
  36. parameters:param
  37. connection:"Your connection name"
  38. ];
  39. }
  40. }
  41. return {"text":"Hurray! Successfully added a task in Projects :happy:"};




With a multitude of possibilities available with forms, Zoho Cliq let's you build dynamic forms using a form builder. A form builder in Cliq is a form building platform for non coders to build interactive forms easily.
Here's a small video on building a form using the form builder.



There you go! A small example to understand how forms can come in handy to get your works done on the go. In case of any doubts or queries, do comment below. We'd be happy to assist you.

Regards,
Divya P
Zoho Cliq







      • Sticky Posts

      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

        Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

      • App Spotlight : PagerDuty for Zoho Cliq

        App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

      • Automate your status with Cliq Schedulers

        Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

        • Recent Topics

        • Zoho Developer Community Hackathon 2025 is LIVE!

          Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

        • Zoho Books | Product updates | September 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

        • Zoho Workdrive for Office, "vsto runtime not found"

          Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

        • Emails are going to notification folder and not in inbox

          emails are going to notification folder and not into inbox

        • How can I prevent the Zoho Vault extension from automatically logging me out?

          Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

        • Zoho CRM App - Links

          Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

        • Templates

          Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

        • Contacts limit in basic vs standard - what counts? Are customers contacts?

          I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

        • Finding missing records

          I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

        • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

          Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

        • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

          Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

        • Process between CRM and Campaigns to ensure double opt-in contacts?

          I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

        • What's New in Zoho Inventory | August – October 2025

          Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

        • Search not working!

          I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

        • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

          Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

        • Zoho Developer - Feature Request Platform

          Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

        • Last/Previous month in relative date filter

          In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

        • Tags get removed from notes on mobile

          I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

        • Show Zoom Link in Recipient's Calendar

          We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

        • How to fetch custom fields for time entries in Zoho Project API v3

          In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

        • VAT rates - exempt and out of scope

          Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

        • Zoho is blocking emails I subscribe to from one sender

          About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

        • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

          Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

        • Work Order Creation Issue

          Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

        • Accessing shared mailboxes through Trident (Windows)

          Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

        • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

          Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

        • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

          Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

        • Zoho pdf suit

          Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

        • Zoho Not Working

          Today Zoho not wokring

        • Dynamically autofill fields with URL parameters

          I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

        • User Automation: User based workflow rules & webhooks

          User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

        • Integrate Projects for Desk KB article release tasks

          Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

        • Issue in Annual Leave

          We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

        • Use the searchBy parameter to find user by email address

          I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

        • Zoho CRM Community Digest - September 2025 | Part 2

          Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

        • Zoho Vault API: Create new Secrets

          Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

        • Next Page