Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

  Hello Everyone,

A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.

Requirement:

When the status of a Task is updated to Cancelled, the recurrence associated with that Task should be removed. This can be implemented using Task custom functions along with Workflow rules.

Custom function code:

updateTaskParameter = Map();
updateTaskParameter.put("json_string",{"recurrence":{"recurring_frequency":"none","time_span":"1","number_of_occurrences":"2","is_comments_recurred":false,"recurrence_type":"after_current_task_completed"}});
updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParameter,"XXXXX");
return "success";
 
Make sure to replace XXXXX with Zoho Projects connection link name along with scope ZohoProjects.Tasks.ALL. Please find the screenshot of the list of parameters to be mapped for reference.

We hope you found this post useful. If you have any questions, feel free to share them in the comments below.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Schedule Exports for Regular Project Updates

            Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
          • Set Custom Business Calendars and Holidays for Global Teams

            Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be
          • Introducing Version-3 APIs - Explore New APIs & Enhancements

            Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
          • Restore Trashed Records Anytime Within 30 Days

            Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
          • Organize and Clone Task Custom Views

            We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Admin Console Email

                                    I can't remember the admin console email or password. How do I find that out?
                                  • help me! the button "remove zoho ad" is not responding

                                    help me! the button "remove zoho ad" is not responding, kindly advice. please to check the follows : https://sitepreview-643549202.zohositescontent.com/previewsite https://sitebuilder-643549202.zohositescontent.com/builder thanks,best  regards
                                  • Zoho Forms API

                                    Is there any way to get all form entry list using API? Looking forward to hear from you
                                  • Free tier

                                    Does a completely free tier Zoho email still exists? If so why am I receiving email reminders that my account would expire in 2 days
                                  • Disable "skip to content" in Help Center

                                    Our users used to be able to press the tab button to skip between fields when submitting a new ticket in the help center. Now it pulls up the "skip to content" button in the top left corner. I know this is an accessibility feature, but is there any way
                                  • Mail Data Migration

                                    Hello Team, I have an issue with my organization mail data migration from Google to Zoho. We used Google Workspace before now but decided to change to Zoho to enjoy your service. I have successfully created an account and 1. Complete Domain verification
                                  • Prompting email addresses when sending an email

                                    Hi, I was just wondering if it was possible to disable the prompt / suggestion of email addresses when you begin typing an email address into the TO or CC box? Some of the email addresses that are being suggested are people that no longer require the
                                  • This is a HTML email and your email client software does not support HTML email!

                                    I have a small business, recently the email notification is coming like this to me, can anyone please help me? I am not so IT savvy -----=_NextPart_b4583c76c623900f59ad5b420c6da260 Content-Type: multipart/alternative; boundary="----=_NextPart_b4583c76c623900f59ad5b420c6da260_alt"
                                  • Fixed asset management

                                    I want to know if there is any individual module for fixed assets management
                                  • How to insert a ZohoUser in a subform field?

                                    I am building an new external web app that uses the ZohoCRM REST API (v8) to push data to Zoho. How do I use the ZohoCRM REST API to insert ZohoUsers into a subform field? I've tried several approaches and none of them have worked - inserting the ID as
                                  • Unable to receive emails

                                    Hello - I set up an email account for my domain. I can send emails but cannot receive them. I believe the issue might be with incorrect IMAP configuration (?) - but im not sure and cant find where this is on the platform. Im using Zoho hosting for the
                                  • Zoho Account delete function

                                    Hello Zoho support team The issue is as follows: Step1: Created an account community@bisonenergy.net Step2: Deleted this account. Step3: Created the new group mail using the same mail address, but the data already exists. So I have to change the name
                                  • help, 554 5.1.8 blocked

                                    got this blockade, i don't know why?
                                  • Not Receiving Emails from Gmail, but Other Providers Work Fine

                                    Hello, I'm experiencing an issue where my Zoho Mail account does not receive any emails sent from Gmail addresses. However, I can successfully receive emails from other providers such as Hotmail and Yahoo. There are no problems with sending emails—I'm
                                  • Basic String Search Not Possible in CRM Deluge – Feature Request or Workaround?

                                    Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:
                                  • Reencaminhamento de e-mails.

                                    Boa tarde, gostaria de saber se tem a possibilidade de realizar o reencaminhamento de um e-mail especifico. Ex. Eu recebo alguns e-mails de um remetente e gostaria que o meu amigo de trabalho também recebesse esse e-mail, somente deste destinatário, é
                                  • Knowledge base articles is now available in the Zoho Desk mobile app!

                                    Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the
                                  • Set Default Payment Method & Default account

                                    Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
                                  • More than one "Other" response in a Multiple Choice (Many Answers) question type?

                                    Is there a way to have more than one "Other (Please Specify)" with a short response as an option to a Multiple Choice (Many Answers) question? I understand there may be other ways, but I am looking for this way specifically as it would be best for the
                                  • Zoho Surveys

                                    Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and
                                  • Help Needed: Jira to Zoho Projects Migration — Tickets Imported as Unassigned & Comments Under Admin Name

                                    Hi Zoho Team and Community, We recently completed a migration from Jira to Zoho Projects using the official import method outlined in this Zoho Help Article. Issue Summary: We had already added all users to Zoho Projects before the migration, using the
                                  • Zoho Finance Estimate to Deal Attachment

                                    Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?
                                  • Journeys - how do i branch on contact call result

                                    Hi all. I want to branch based on the Call result field in contacts. Any idea how I can do this? Also what is the best way to have this condition checked at each step? Thanks!
                                  • The 3.1 biggest problems with Kiosk right now

                                    I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
                                  • Perform custom actions from the Ticket interface using Buttons

                                    Hello everyone, We have introduced an option to add Buttons to the tickets, which will facilitate direct access to other applications, websites, allows execution of custom workflows, and more. Accessibility and visibility of buttons The buttons can be
                                  • Inserting a video from library in microsite

                                    Hello, We have uploaded videos in our space library. We created a new event and want to use the videos in our main page our microsite. It's possible to selected image from the library, but no videos. Only URL are accepted, but videos in library have no
                                  • UUIDs

                                    Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
                                  • Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]

                                    Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
                                  • Invalid Client - Client ID passed does not exist

                                    Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallback
                                  • Generate Token v2 api using c# sdk

                                    Hello I am trying to generate a access token using c# sdk but fails every time.is there any sample code so that i can implement that code to insertleads in crm.  my use case is i want to insert and update lead in zoho crm. when user signup in my website i insert the detail of that user in crm using API v1. but V2 api is more confusing that API v1 . so please can anyone provide me a sample code of c# sdk to generate token and insert lead in crm. Or is there any way to achieve this without using c#
                                  • Upsert your missing data without affecting the historic logs

                                    Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the
                                  • Dashboard won't save, nor allow me to do a "save as"

                                    For some reason, one of my dashboards won't let me make any modifications to it and save?  I get the "do you want to save before closing?' and I say yes and the dialogue box just stays there.  I try to do a "save as" right after I open that dashboard and I get the dialogue box that seems to let me name the new dashboard, but it won't let me save.  The dialogue box just stays there unless I hit cancel or no. Can you please help? Jamie
                                  • Copying Files Between Modules

                                    Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");
                                  • Problem with scheduled report sending in Zoho Analytics

                                    Problem with scheduled report sending in Zoho Analytics. Reports are not sent due to size. How can I increase it?
                                  • 【Zohocreator】ログについて

                                    ワークフローのDelugeスクリプトのinfo関数が出力するログはどこから見れますか?
                                  • US military addresses

                                    When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links
                                  • Introduction of Robotics Process Automation in Zoho products

                                    It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
                                  • Automation#34 : Automate Email threading for Ticket notification

                                    Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation
                                  • Zoho Sigma and Catalyst IPs for Whitelist

                                    Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,
                                  • 【開催報告】大阪 ユーザー交流会 2025/6/5 Zoho サービスを活用して業務をアップデート

                                    皆さま、こんにちは。コミュニティチームの中野です。 6/5(木)に、大阪 ユーザー交流会 を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 (Zoho社員セッションの登壇資料については、8月に開催する福岡 ユーザー交流会の開催報告で共有予定です。) 今年初の開催となる大阪 ユーザー交流会では、akippa株式会社 内藤さんによるZoho CRM / Forms の事例セッションのほか、 「見込み客・顧客データの管理/活用方法」をテーマに、参加者同士でZohoサービス
                                  • Next Page