Power of Automation: Streamline status update for linked issues.

Power of Automation: Streamline status update for linked issues.

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

We have complied a gallery of the most frequently solved use cases for Issues custom functions. You can access the same using the steps available in this link.        

Quote
And, today I would like to highlight one of the Gallery custom functions - updateTheStatusOfALinkedIssue.   
 
Use case:-
 
Let us assume there are two issues Issue A and Issue B linked with type "is duplicate of" then the status update done for Issue A will be streamlined to Issue B as well i.e when Issue A status is updated to "In Progress" then Issue B status will automatically be updated to the same status.      

Below is the custom function code for reference. We can associate this code with Business rule available within Issue tracker settings.    
 
Custom function code:-
 
getIssueDetailsUrl = projectsDomain + "/restapi/portal/" + portalId + "/projects/" + bugProjectId + "/bugs/" + bugId + "/";
getBugDetResp = invokeurl
[
url :getIssueDetailsUrl
type :GET
connection:"XXXXXXX"
];
//info getBugDetResp;
currentIssueStatusId = getBugDetResp.get("bugs").get("0").get("status").get("id");
getLinkedIssuesUrl = projectsDomain + "/api/v3/portal/" + portalId + "/projects/" + bugProjectId + "/bugs/" + bugId + "/linkedissues";
getLinkedIssuesResp = invokeurl
[
url :getLinkedIssuesUrl
type :GET
connection:"XXXXXXX"
];
//info getLinkedIssuesResp;
issueLinked = getLinkedIssuesResp.get("issue_linked");
reverseLinkedIssues = getLinkedIssuesResp.get("reverse_linked_issues");
info issueLinked;
if(issueLinked.get("linked_issues") != null)
{
linkedIssues = issueLinked.get("linked_issues");
duplicateOfIssues = linkedIssues.get("is duplicate of");
for each  duplicateIssue in duplicateOfIssues
{
duplicateIssueId = duplicateIssue.get("issue_id");
duplicateIssueStatusId = duplicateIssue.get("status_id");
if(!duplicateIssueStatusId.equals(currentIssueStatusId))
{
updateIssueStatusUrl = projectsDomain + "/restapi/portal/" + portalId + "/projects/" + bugProjectId + "/bugs/" + duplicateIssueId + "/";
updateIssueStatusParam = Map();
updateIssueStatusParam.put("status_id",currentIssueStatusId);
updateStatusResp = invokeurl
[
url :updateIssueStatusUrl
type :POST
parameters:updateIssueStatusParam
connection:"XXXXXXX"
];
info updateStatusResp;
}
}
}
if(issueLinked.get("reverse_linked_issues") != null)
{
linkedIssues = issueLinked.get("reverse_linked_issues");
duplicateOfIssues = linkedIssues.get("is duplicate of");
for each  duplicateIssue in duplicateOfIssues
{
duplicateIssueId = duplicateIssue.get("issue_id");
duplicateIssueStatusId = duplicateIssue.get("status_id");
if(!duplicateIssueStatusId.equals(currentIssueStatusId))
{
updateIssueStatusUrl = projectsDomain + "/restapi/portal/" + portalId + "/projects/" + bugProjectId + "/bugs/" + duplicateIssueId + "/";
updateIssueStatusParam = Map();
updateIssueStatusParam.put("status_id",currentIssueStatusId);
updateStatusResp = invokeurl
[
url :updateIssueStatusUrl
type :POST
parameters:updateIssueStatusParam
connection:"XXXXXXX"
];
info updateStatusResp;
}
}
}

Notes
Make sure to replace XXXXXXX with the Zoho Projects connection link name with scope ZohoProjects.bugs.READ, ZohoProjects.bugs.UPDATE. Check this link to learn how to create the connection. Also, a screenshot of the sample Business rules is attached for reference. 

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

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • 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

      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 Campaigns 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

                                • updateTask Zoho Connect API

                                  When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':
                                • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

                                  In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
                                • Can Creator integrate with a CRM Sandbox

                                  zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  
                                • Allow Multiple Scheduled Appointments with Zoho Support

                                  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
                                • Zia Call Intelligence only up 10 License

                                  I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling
                                • Accrue Leave by Hours Worked?

                                  My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional
                                • Fixed assets recording

                                  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal
                                • error in importing customers

                                  get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file
                                • Workflow Based on Manual Journal

                                  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation
                                • Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

                                  Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,
                                • New Year Wishes to the Zoho Finance Developer Community!

                                  Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer
                                • Button Display Conditions

                                  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
                                • Ayuda con zoho creator x zoho Crm

                                  Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra
                                • How to Replace an Assessment in a Job Opening on Zoho Recruit

                                  Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting
                                • Fixed asset management

                                  I want to know if there is any individual module for fixed assets management
                                • Input GST Reversal for damaged goods

                                  In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported
                                • Introducing Record Summary: smarter insights at your fingertips

                                  Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
                                • No longer get Cliq notifications on phone if app not started

                                  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,
                                • Error AS101 when adding new email alias

                                  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                • Deluge script to add Mail Task

                                  Has anyone out there created a custom function to create a Zoho Mail task? I'd be interested in hearing how you accomplished it. Sample code is appreciated!
                                • Tags with Zapier

                                  Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be
                                • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

                                  Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending
                                • How to apply blueprint on tickets that created from IM module

                                  Hello, I have an issue applying blueprint on tickets that created from WhatsApp conversation, the tickets matches with the blueprint criteria but still we are not able to put these tickets into the blueprint. I've tried with deferent type of tickets and
                                • Function #4: Schedule Customer Statements

                                  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                • Zoho Mail POP & IMAP Server Details

                                  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
                                • Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

                                  Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have
                                • Paid Support Plans with Automated Billing

                                  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
                                • Contacts Don't Always Populate

                                  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
                                • How to get NSE/BSE Stock Prices in Zoho sheets?

                                  I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?
                                • Tip #5: Setting access rights at the subfolder level

                                  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.
                                • Cannot edit email text in Zoho Form rules

                                  I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email
                                • Re-emitir facturas con nueva dirección de facturación

                                  Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias
                                • Can multiple agents be assigned to one ticket on purpose?

                                  Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
                                • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

                                  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
                                • how can I hide this Module?

                                  Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j
                                • UI Arabic

                                  can i change the member portal UI to arabic in zoho community?
                                • Domain verification is in progress... (How long do I need to wait?)

                                  Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
                                • How to display profile picture for distribution list?

                                  I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those
                                • Mail Search Not Working

                                  Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
                                • Password should not contain sequential characters

                                  How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.
                                • Next Page