Gallery Function for Updating Project Status

A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.

Here are the pre-defined gallery functions that are supported in Zoho Projects.

Milestone Autocomplete
Push Due date change to Analytics
Send Message in Slack Channel
Send Message in Cliq Channel
Update Project Status
Change the successor tasks status
Create Successor Task
Create Subtask
Create an Issue For the Task
Push Status Timeline to Analytics

Consider a scenario where you have a project with a task named " Testing". Once the task is initiated, if you want to auto-update the Project Status as "In Testing", you can use the Update Project Status gallery function and associate it with a Workflow.

By clicking the create button beside a Gallery Function, a custom function will be created, where you can make necessary changes to your Deluge code. After saving and executing this function, you associate it with a workflow to automate the process. Click here to learn more about Gallery Functions.

While establishing a connection, select the following scopes to update the Project Status.

ZohoProjects.portals.READ
ZohoProjects.projects.READ
ZohoProjects.projects.UPDATE
ZohoProjects.tasks.READ

Note : Remember that 'Use Credentials of Login User' has to be switched off.

After establishing the connection, select the Update Project Status Gallery function. You can change the description and arguments if needed. The deluge code is prefilled and the TODO will let you know the edits to the code before it can be executed.

Once the Gallery function is created, create a workflow and add Task Status is open as a criteria. Select "Associate Custom Function" as an action to the criteria and associate the Update Project Status function.

If you have any questions, do leave a comment below or mail to us at: support@zohoprojects.com.

Sticky Posts
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
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
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate