Power of Automation :: Automatic creation of the team in a project based on the selected project group.

Hello Everyone,

A custom function is a software code that can be used to automate a process and this allow 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 User Requirement -

A customer requested that a team should be added to the project automatically in accordance with the selected project group. They have teams like the 'Development team' and the 'Marketing team'.

In a similar manner, project groups have been established. Now, the Marketing team needs to be added to that project automatically if they select the Project Group as Marketing.

A custom function can be used to fulfil this need. You can fulfil the aforementioned condition with the aid of the code below.

Establishing a connection with the scopes "ZohoProjects.portals.ALL ZohoProjects.projects.READ" is all that is required. Below link will let you know on how to establish a connection. Also I have attached the screenshot of Arguments that we have used.

https://help.zoho.com/portal/en/kb/projects/integration/connections/articles/connections-23-5-2022#How_to_establish_a_Connection

groupTeamMapping = {“Marketing” : “Marketing Team”, “Developement : “Development team”};

getProjectDetail = invokeurl
[
url :endPoint + "/restapi/portal/" + portalId + "/projects/" + projectId + "/"
type :GET
connection:"*****"
];
projGroupName = getProjectDetail.get("projects").get(0).get("group_name");
info projGroupName;
getTeams = invokeurl
[
url :endPoint + "/restapi/portal/" + portalId + "/usergroups/"
type :GET
connection:”*****”
];
for each groups in getTeams.get("userGroups")
{
if(groupTeamMapping.get(projGroupName.toString())){
teamId = groups.get("groupObj").get("group_id");
break;
}
}

addTeamParam = Map();
addTeamParam.put("groupids",{teamId.toString()});
addTeamParam.put("projid",projectId);
addTeam = invokeurl
[
url :endPoint + "/restapi/portal/" + portalId + "/usergroups/associategroups/"
type :POST
parameters : addTeamParam
connection:”******”
];
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.

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