Power of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project

Hello Everyone!

I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the status of one task based on the status of another task. After some experimentation, we successfully achieved this using custom functions in Zoho Projects.

Here's an overview of the customer requirement:

"I am trying to connect two tasks so that if I update the status of one task as 'Complete' or 'In Progress', it should automatically update the status of the other task to the same value."

To fulfil this requirement, we utilised task dependencies and custom functions in Zoho Projects. By establishing a dependency between the tasks and leveraging the power of custom functions, we were able to automate the synchronisation of task statuses.

Here is the code for the custom function.

taskdetails = invokeurl
[
url :"https://projectsapi.zoho.com/restapi/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"
type : Get
connection:"zoho_projects"
];
info taskdetails;
if(status == "Completed")
{
successors = taskdetails.get("tasks").get(0).get("dependency").get("successor");
for each  successor in successors
{
id = successor.get(0);
m = Map();
m.put("custom_status",1213708000000734023);
updatetask = invokeurl
[
url :"https://projectsapi.zoho.com/restapi/portal/" + portalId + "/projects/" + projectId + "/tasks/" + id + "/"
type :Post
parameters:m
connection:"zoho_projects"
];
}
return "success";

Implementing this custom function in Zoho Projects has allowed our customer to automate task updates, saving valuable time and effort. It's important to note that this is just one example of how custom functions can be utilised. With a touch of creativity, you can develop custom functions that cater to your project's unique needs.

If you'd like to explore custom functions further, check out the Zoho Projects documentation on how to establish connections and leverage custom functions

Stay tuned for more custom function codes and exciting updates! If you have any questions or want to share your own custom function use cases, feel free to join the discussion.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Harshini Dara

Sticky Posts
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
Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
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
Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours
Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉
Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your