Gallery Function for Updating Project Status

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

    • Profiles - Comment Edit/ Delete Permissions

      Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want to
    • Auto-update the Successor Task Status.

      Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
    • Custom Function for Milestone Auto-Complete

      A custom function is a of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow. Custom
    • 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.
    • Zoho Projects: Quarterly Updates | Q1 2022

      We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting

    Zoho CRM Plus Resources

      Zoho Books Resources


        Zoho Subscriptions Resources

          Zoho Desk Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources