Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’

Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’

Hello Everyone,


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 use case from a customer - 


They have created a status ‘Overdue’ in the task layout. In case, if a task status is updated to Overdue, they wanted an issue to be created automatically to track the items that were overdue through out the year.


This can be accomplished using the below code. Create a connection using the scopes “ZohoProjects.bugs.CREATE”, “ZohoProjects.tasks.UPDATE”, “ZohoProjects.tasks.CREATE” and update the connection name ‘******’ in the below code. Please find the attached screenshot of the Arguments.

Here is the link to know how to create a connection.

addBugParamMap = Map();

addBugParamMap.put("title","Issue Name here ");

addBugParamMap.put("description","Create an Issue For the Task");

addBugResponse = zoho.projects.create(portalId,projectId,"Bugs",addBugParamMap,"xxxxxxxxxx");

projectsDomainURL = "https://projectsapi.zoho.com/api/v3";

if(addBugResponse != null && addBugResponse.contains("bugs"))

{

bugInfo = addBugResponse.get("bugs").get(0);

bugId = bugInfo.get("id");

associateTaskParam = Map();

associateTaskParam.put("bug_ids",[bugId]);

associateBug = invokeurl

[

url :projectsDomainURL + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/bugs"

type :POST

parameters:associateTaskParam

connection:"xxxxxxxxxx"

];

}

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.