Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

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. 


Requirement:


We have received a specific requirement from our customer - While creating subtasks, the following fields should be automatically copied from the respective parent task.


  1. Custom fields
  2. Description
  3. Work Hours.


We had accomplished this requirement using custom functions. Create a connection for the Zoho Projects service with the scopes “ZohoProjects.Portals.ALL, ZohoProjects.projects.ALL, ZohoProjects.tasks.ALL” to replace ‘connectionprojects’ with the connection name. Click this link below to learn how to create the connection. To automate this, we can configure a workflow rule.


Script to be used:

endPoint = "https://projects.zoho.com/restapi/portal/";

taskDetail = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"

type :GET

connection:"projects"

];

parentTaskId = taskDetail.get("tasks").get(0).get("parent_task_id");

status = taskDetail.get("tasks").get(0).get("status").get("name");

updateTaskParam = Map();

if(parentTaskId != null)

{

getParentTask = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/tasks/" + parentTaskId + "/"

type :GET

connection:"projects"

];

parentTask = getParentTask.get("tasks").get(0);

customfields = parentTask.get("custom_fields");

custom_fields = Map();

for each cf in customfields

    {

if(cf.get("label_name") == "Line Item" ||  cf.get("label_name") == "Qty." ||  cf.get("label_name") == "Sales Order" ||  cf.get("label_name") == "UOM" ){

custom_fields.put(cf.get("column_name"),cf.get("value"));

}

    }

updateTaskParam.put("description",parentTask.get("description"));

updateTaskParam.put("custom_fields",custom_fields);


workHours = parentTask.get("work");

  updateTaskParam.put("work_type","work_hours");

person_responsible = owner.get(0).get("zpuid");

workFromMap = Map();

workFromMap.put("user_id",owner.get(0).get("id"));

workFromMap.put("working_hours",workHours);

workFromList = List();

workFromList.add(workFromMap);

updateTaskParam.put("owner_work",workFromList);

updateTaskParam.put("person_responsible",person_responsible);

info updateTaskParam;

updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParam,"projects");

info updateTaskResponse;

}

return owner;


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. 


    • Sticky Posts

    • Zoho Projects Roadshow, USA - 2024

      Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
    • Recent Topics

    • Is Bigin Really Free - Confused by notifications?

      I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything
    • What's New in Zoho Analytics - December 2024

      Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
    • Tracking a loan from an investor - a new Bank or Credit Card

      I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I track
    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
    • The Zoho Meeting Video Quality Crisis

      I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first
    • Pay run Error

      Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further solu
    • How to make the default currency type in a certain module different from the base currency>

      We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!
    • Track Contact's Employment/Account History

      Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe
    • CRM became very slow

      Plz check asap. image failed to upload , workflow doesn't run
    • ZohoCRM Workflows Not Triggering After Tool Recovery

      I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering
    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
    • What do the color presents represent on the parts of the website?

      I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks
    • Switch to enable or disable sent notification when close a ticket

      Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.
    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
    • Deluge upload to upload file field

      Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
    • Alternatives to using multi-select lookup field for a 1-many module relationship?

      I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
    • O que é o Code Studio no Zoho Analytics?

      Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python
    • Sobre qual tema você gostaria de falar em 2025?

      Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
    • Sobre qual tema você gostaria de falar em 2025?

      Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
    • Need manual aggregate column pathing help

      See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
    • Automatic Updates for Zoho Desk Extensions

      Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
    • Contemplating moving my site from WordPress to Zoho Sites

      Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
    • How to view all departments on one dashboard or ticket view?

      Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
    • Is Drawing feature supported in zoho Sheets?

      Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 
    • Conexion CREATOR x CRM

      Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required
    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
    • IP Addresses for Whitelist

      Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA
    • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

      It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
    • Template Email Reset Password

      Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com
    • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

      Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
    • Possible to customise list of file attachment options?

      Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Invoices with billable time and expenses

      I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each
    • URL for downloading uploaded file - THE SOLUTION

      Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID
    • All Tasks Queued for Last 3+ Hours

      How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
    • Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

      Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
    • Auto Generated Invoice number YEAR

      Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
    • The Social Wall: December 2024

      Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!
    • Not displaying a newly created window within an application

      On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible
    • Last payroll of the year gives me an error

      Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.
    • Next Page