Create Project while winning potentials - Projects v3 api updated code

Create Project while winning potentials - Projects v3 api updated code

Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding which caused me to have to change the project creation code from zoho.projects.createproject to an api call. 

Also here is the link to the api documentation for reference: Projects v3 Api Docs

I wanted to share my code in case some other people had some issues similar because this took some time to figure out and a few messages to support. A couple important notes, with the built in function I used custom field column names to populate them, with the v3 call I can reference their api names. If youre having troubles finding the custom project fields api names I used these calls in crm as standalone functions to reference them: 

  1. response = invokeurl
  2. [
  3. url :"https://projectsapi.zoho.com/api/v3/portal/[portal id]/module/[project module id]/fields"
  4. type :GET
  5. connection:"zohoprojects"
  6. ];
  7. info response;
Also to get your projects module information I did the same thing with this url: 

  1. url :"https://projectsapi.zoho.com/api/v3/portal/[portal id]/settings/modules"

Finally I will share my code for reference and some comments to show my changes, 

  1. void automation.Create_Projects_for_Closed_Potentials2(String ProjName,String PortalName,String TemplateID,String Description,Date startdate,Date enddate,String id)
  2. {
  3. /*
  4. ProjName Jobs.Jobs Name
  5. Description Jobs.Description
  6. startdate Jobs.Last Activity Time
  7. enddate Jobs.Closing Date (This can be changed will see)
  8. id Jobs.Jobs Id
  9. PortalName name of our portal - Depreciated parameter 
  10. TemplateID #########  (Template id found in template url)
  11. */
  12. createMap = Map();
  13. dealRecord = zoho.crm.getRecordById("Deals",id.toLong());
  14. descriptionText = " Job Schedule:";
  15. jobDays = dealRecord.get("Job_Days");
  16. if(jobDays != null)
  17. {
  18. descriptionText = "";
  19. moveDateRaw = null;
  20. for each  row in jobDays
  21. {
  22. d = ifnull(row.get("Day"),"");
  23. tt = ifnull(row.get("Addresses_Needed"),"");
  24. des = ifnull(row.get("Description"),"");
  25. if(moveDateRaw == null && row.get("Date_Time") != null)
  26. {
  27. moveDateRaw = row.get("Date_Time").toDateTime().toDate();
  28. }
  29. line = "Address: " + tt + "Description: " + des;
  30. descriptionText = descriptionText + line;
  31. }
  32. if(moveDateRaw != null)
  33. {
  34. createMap.put("move_date_1",moveDateRaw.toString("yyyy-MM-dd")); // Custom field api, plus strict date formatting into projects 
  35. }
  36. else
  37. {
  38. info "No valid Start_Time found in Job_Days.";
  39. }
  40. }
  41. else
  42. {
  43. info " jobDays is null. No subform data available.";
  44. }
  45. ProjName = dealRecord.get("Deal_Name");
  46. createMap.put("name",ProjName);
  47. createMap.put("description",Description);
  48. createMap.put("copy_from", TemplateID); // used to be the field "template_id"
  49. createMap.put("day",id); // custom field api name
  50. projectGroupMap = Map();
  51. projectGroupMap.put("id",######); // group id to assign project to on creation
  52. createMap.put("project_group",projectGroupMap);
  53. // Old create call, below is the new v3 api call
  54. // response = zoho.projects.createProject(PortalName,createMap,"zohooauth");
  55. resp = invokeurl
  56. [
  57. url :"https://projectsapi.zoho.com/api/v3/portal/[portal id]/projects"
  58. type :POST
  59. parameters:createMap.toString()
  60. connection:"zohoprojects"
  61. ];
  62. info "Project update response: " + resp.toString();
  63. projid = resp.get("id");
  64. if(projid != null)
  65. {
  66. updateMap = Map();
  67. updateMap.put("Project_ID",projid);
  68. updateResp = zoho.crm.updateRecord("Deals",id.toLong(),updateMap);
  69. info "Project ID stored in CRM: " + updateResp.toString();
  70. }
  71. assocMap = Map();
  72. assocMap.put("name",ProjName);
  73. assocList = List();
  74. assocList.add(assocMap);
  75. wrapper = Map();
  76. wrapper.put("data",assocList);
  77. response = invokeurl
  78. [
  79. url :"https://www.zohoapis.com/crm/v2/Deals/" + id + "/Zoho_Projects/" + projid
  80. type :POST
  81. parameters:wrapper.toString()
  82. connection:"zohooauth"
  83. ];
  84. info "CRM Respopnse: " + response.toString();
  85. }
    • Sticky Posts

    • How to Add Users to your Organization in ZohoMail?

      A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________
    • Recent Topics

    • Restrict employees to take only one day holiday from a multi-day festival holiday

      Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.
    • Cannot modify colours in invoice email template

      I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?
    • Cannot find zpuid for Zoho Projects user

      I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that
    • Print a document from Zoho Writer via Zoho Creator

      If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
    • Allow styling for specific Subform fields in Zoho Creator

      Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
    • Placeholder format in Number field does not reflect Max Digits configuration

      When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field
    • How does SKU work when selling products in parts in Zoho Inventory

      Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long
    • CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?

      I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
    • CRM Cadences - working times

      I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
    • Push Notification for New Bookings in Zoho Bookings App

      when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
    • Zoho Desk View Open Tickets and Open Shared Tickets

      Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
    • Zoho Expense - Bi-Weekly Report Automation

      Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)
    • Application Architecture in Zoho Creator: Why You Should Think About It from the Start

      Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the application
    • Arquitetura de Aplicações no Zoho Creator: Por que pensar nisso desde o início

      Muitas empresas começam a utilizar o Zoho Creator criando formulários simples para automatizar processos internos. Isso é natural — a plataforma é extremamente acessível e permite construir aplicações rapidamente. O problema começa a aparecer quando a
    • Dark Mode - Font Colors Don't Work

      When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
    • How to Customize & Reorder Spaces in Zoho One 25 (Spaces UI) — Admin Tips Not in the Docs

      Hey Zoho Community, After digging around in the new Spaces UI, I found a couple of admin features that aren't well documented yet but are really useful. Sharing here in case others are looking for the same things. 🔁 How to Change the Default Space Users
    • System Components menu not available for Tablet to select language

      I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My
    • Approvals in Zoho Creator

      Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
    • How Zoho Desk contributes to the art of savings

      Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
    • Estimate PDF Templates - logo too large

      Hello, I cloned a standard estimate template, but my logo is showing up much larger than intended. This doesn’t happen with the standard invoice template, where the logo displays correctly. How can I adjust the logo size in the estimate template? Thank
    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
    • Invoice emails not sending but reminders are

      I am a new user. I have been creating some dummy invoices before I go live and have struck a block. Emails for the invoice are not being recieved by the recipient, however, when I send a reminder for the same invoice the email is sent. NOTE: I have checked
    • Deleted account recovery

      I ended up accidentally deleting our Zoho invoice account while trying to work something out. Emailed support for recovery and restoration of the deleted account, if possible, but they responded by saying they can't find an account associated with that
    • Devis et factures multipage coupées

      Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
    • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

      Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date
    • Cannot give public access to Html Snippet in Zoho Creator Page

      Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
    • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

      We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks
    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
    • Zoho Invoice en Navarra (Spain)

      Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).
    • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

      This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As
    • agentid : Where to find?

      I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET
    • Zoho DataPrep integration with OpenAI (beta)

      We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features
    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
    • Setting total budget hours for a specific project

      Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying
    • Clone entire dashboards

      If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard
    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
    • Getting started with Zoho PDF Editor

      Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature
    • Mercury Bank Integration

      Mercury Bank is a fintech company in the US that is quite popular with startups, e-com companies, and other businesses. https://docs.mercury.com/reference/welcome-to-mercury-api Unlike most traditional banks, they have a full-featured API that allows
    • Next Page