Use Case:

Step 1: Navigate to Zoho Writer → Automate → Merge Template
Step 2: Click on 'Convert'
Step 3: Select a data source to start merging
Step 4: Select 'Custom Source'
Step 5: Click on 'Use' next to the Projects Fields
Step 6: Once done, enter the Zoho Org ID i.e., ZOID within the portalID.
Step 7: Click on 'Connections' within the same page → Create a Connection with the mentioned scopes.
Step 8: Click on 'Manage Fields' → Drag and Drop the required fields.
Step 9: You can setup the Merge options as per your concern as in this screen shot
Step 10: Click on 'Merge & Share Fillable Link'
Step 11: Select the required field from the 'Fields & Buttons'
Step 12: Configure the 'Merge & share fillable link'
Step 13: Click on 'Configure from submit actions' → Webhook & Custom Functions → Execute Custom Functions.

For detailed guidance on creating a connection, please refer to this link. The required code is provided below.

//connections for authentication

tomailaddress = "a@b.com";

ZPConnection = "xxxxxxxxx";

ZWConnection = "yyyyyyyyy";

projectsDomain = "https://projectsapi.zoho.com/";

writerDomain = "https://zohoapis.com/";

headers = Map();

// Mandatory header - Do not remove

headers.put("x-zoho-service","ZohoWriter");

//Domain url for Projects and Writer

projectsDetailsUrl = projectsDomain + "restapi/portal/" + portalId + "/projects/" + projectId + "/";

milestoneDetailsUrl = projectsDomain + "restapi/portal/" + portalId + "/projects/" + projectId + "/milestones/";

taskListDetailsUrl = projectsDomain + "restapi/portal/" + portalId + "/projects/" + projectId + "/tasklists/";

taskDetailsUrl = projectsDomain + "restapi/portal/" + portalId + "/projects/" + projectId + "/tasks/";

projectsUsersUrl = projectsDomain + "/api/v3/portal/" + portalId + "/projects/" + projectId + "/users";

clientUsersUrl = projectsDomain + "api/v3/portal/" + portalId + "/projects/" + projectId + "/clients/users";

mergeFieldsUrl = writerDomain + "/writer/api/v1/documents/" + templateId + "/fields";

mergeAndStoreUrl = writerDomain + "/writer/api/v1/documents/" + templateId + "/merge/sharetofill";

projectsCommentUrl = projectsDomain + "api/v3/portal/" + portalId + "/projects/" + projectId + "/comments";

getAllFields = invokeurl

[

url :mergeFieldsUrl

type :GET

connection:"writer"

];

if(!getAllFields.contains("error") && getAllFields.getJSON("merge").size() > 0)

{

values_map = Map();

projectDetails = invokeurl

[

url :projectsDetailsUrl

type :GET

headers:headers

connection:"connectionprojects"

];

if(!projectDetails.contains("error"))

{

projectFieldValues = projectDetails.getJson("projects").get(0);

projectCF = false;

if(projectFieldValues.contains("custom_fields"))

{

projectCF = true;

projectCustomfields = projectFieldValues.getJSON("custom_fields");

}

for each  mergeField in getAllFields.getJson("merge")

{

if(projectFieldValues.containsKey(mergeField.getJSON("id")))

{

if(mergeField.getJSON("id") == "TAGS")

{

tagList = List();

for each  tag in projectFieldValues.getJSON("TAGS")

{

tagList.add(tag.getJSON("name"));

}

values_map.put(mergeField.get("id"),tagList);

continue;

}

else

{

values_map.put(mergeField.get("id"),projectFieldValues.getJSON(mergeField.getJSON("id")));

continue;

}

}

// merge project customfields

if(projectCF == true)

{

for each  field in projectCustomfields

{

if(field.containsKey(mergeField.getJSON("id")))

{

values_map.put(mergeField.get("id"),field.getJSON(mergeField.getJSON("id")));

break;

}

}

}

// merge milestone details

if(mergeField.get("id") == "milestone_details")

{

milestoneDetilList = List();

MilestoneDetails = invokeurl

[

url :milestoneDetailsUrl

type :GET

headers:headers

connection:"connectionprojects"

];

if(!MilestoneDetails.contains("error"))

{

allMilestonedetails = MilestoneDetails.getJson("milestones");

for each  milestone in allMilestonedetails

{

milestoneDetilMap = Map();

for each  milestoneField in mergeField.getJSON("fields")

{

mergeFieldId = milestoneField.get("id");

mergeFieldName = mergeFieldId.subString("milestone_details.".length(),mergeFieldId.length());

//merge milestone fields

if(milestone.containsKey(mergeFieldName))

{

if(mergeFieldName == "tags")

{

tagList = List();

for each  tag in milestone.getJSON(mergeFieldName)

{

tagList.add(tag.getJSON("name"));

}

milestoneDetilMap.put(mergeFieldId,tagList);

continue;

}

else if(mergeFieldName == "status")

{

milestoneDetilMap.put(mergeFieldId,milestone.getJson("status_det").getJson("name"));

continue;

}

else

{

milestoneDetilMap.put(mergeFieldId,milestone.getJson(mergeFieldName));

continue;

}

}

}

milestoneDetilList.add(milestoneDetilMap);

}

values_map.put("milestone_details",milestoneDetilList);

}

}

// merge tasklist details

if(mergeField.get("id") == "tasklist_details")

{

taskListDetilList = List();

getTasklistDetails = invokeurl

[

url :taskListDetailsUrl

type :GET

headers:headers

connection:"connectionprojects"

];

if(!getTasklistDetails.contains("error"))

{

taskListdetails = getTasklistDetails.getJson("tasklists");

for each  tasklist in taskListdetails

{

taskListDetilMap = Map();

for each  taskListField in mergeField.getJSON("fields")

{

mergeFieldId = taskListField.get("id");

mergeFieldName = mergeFieldId.subString("tasklist_details.".length(),mergeFieldId.length());

//merge tasklist fields

if(tasklist.containsKey(mergeFieldName))

{

if(mergeFieldName == "tags")

{

tagDetails = List();

for each  tag in tasklist.getJson(mergeFieldName)

{

tagDetails.add(tag.getJSON("name"));

}

taskListDetilMap.put(mergeFieldId,tagDetails);

continue;

}

else

{

taskListDetilMap.put(mergeFieldId,tasklist.getJson(mergeFieldName));

continue;

}

}

}

taskListDetilList.add(taskListDetilMap);

}

values_map.put("tasklist_details",taskListDetilList);

}

}

// merge task details

if(mergeField.get("id") == "task_details")

{

taskDetilList = List();

getTaskDetails = invokeurl

[

url :taskDetailsUrl

type :GET

headers:headers

connection:"connectionprojects"

];

if(!getTaskDetails.contains("error"))

{

taskdetails = getTaskDetails.getJson("tasks");

for each  taskdetail in taskdetails

{

taskDetilMap = Map();

taskCFs = false;

if(taskdetail.contains("custom_fields"))

{

taskCFs = true;

taskCustomfields = taskdetail.getJSON("custom_fields");

}

for each  taskField in mergeField.getJSON("fields")

{

mergeFieldId = taskField.get("id");

mergeFieldName = mergeFieldId.subString("task_details.".length(),mergeFieldId.length());

//merge task fields

if(taskdetail.containsKey(mergeFieldName))

{

if(mergeFieldName == "tasklist" || mergeFieldName == "status")

{

taskDetilMap.put(mergeFieldId,taskdetail.getJson(mergeFieldName).getJson("name"));

continue;

}

else if(mergeFieldName == "tags")

{

tagDetails = List();

for each  tag in taskdetail.getJson(mergeFieldName)

{

tagDetails.add(tag.getJSON("name"));

}

taskDetilMap.put(mergeFieldId,tagDetails);

continue;

}

else

{

taskDetilMap.put(mergeFieldId,taskdetail.getJson(mergeFieldName));

continue;

}

}

else if(taskdetail.containsKey("details"))

{

if(mergeFieldName == "owners")

{

ownerDetail = List();

ownerList = taskdetail.getJson("details").getJSON("owners");

for each  owner in ownerList

{

ownerDetail.add(owner.getJson("name"));

}

taskDetilMap.put(mergeFieldId,ownerDetail);

continue;

}

}

else if(taskdetail.containsKey("log_hours"))

{

if(mergeFieldName == "billable_hours" || mergeFieldName == "non_billable_hours")

{

taskDetilMap.put(mergeFieldId,taskdetail.getJson("log_hours").getJSON(mergeFieldName));

continue;

}

}

//merge task customfields

if(taskCFs == true)

{

for each  taskCF in taskCustomfields

{

if(taskCF.containsKey(mergeFieldName))

{

taskDetilMap.put(mergeFieldId,taskCF.getJson(mergeFieldName));

break;

}

}

}

}

taskDetilList.add(taskDetilMap);

}

values_map.put("task_details",taskDetilList);

}

}

// merge projectUsers

if(mergeField.get("id") == "project_users")

{

projectUserList = List();

getProjectUsers = invokeurl

[

url :projectsUsersUrl

type :GET

connection:"connectionprojects"

];

if(!getProjectUsers.contains("error"))

{

projectUserdetails = getProjectUsers.getJson("users");

for each  userDetails in projectUserdetails

{

projectUsersMap = Map();

for each  userField in mergeField.getJSON("fields")

{

mergeFieldId = userField.get("id");

mergeFieldName = mergeFieldId.subString("project_users.".length(),mergeFieldId.length());

//merge projectusers fields

if(mergeFieldName == "role")

{

if(userDetails.get(mergeFieldName).size() > 0)

{

projectUsersMap.put(mergeFieldId,userDetails.getJSON(mergeFieldName).getJSON("name"));

continue;

}

}

else if(mergeFieldName == "profile")

{

if(userDetails.get(mergeFieldName).size() > 0)

{

projectUsersMap.put(mergeFieldId,userDetails.getJSON(mergeFieldName).getJSON("name"));

continue;

}

}

else

{

projectUsersMap.put(mergeFieldId,userDetails.getJSON(mergeFieldName));

continue;

}

}

projectUserList.add(projectUsersMap);

}

values_map.put("project_users",projectUserList);

}

}

// merge clients users

if(mergeField.get("id") == "client_users")

{

clientUserList = List();

getProjectClientUser = invokeurl

[

url :clientUsersUrl

type :GET

connection:"connectionprojects"

];

if(!getProjectClientUser.contains("error"))

{

clientUserdetails = getProjectClientUser.getJson("clients").getJSON("users");

for each  userDetails in clientUserdetails

{

clientUsersMap = Map();

for each  userField in mergeField.getJSON("fields")

{

mergeFieldId = userField.get("id");

mergeFieldName = mergeFieldId.subString("client_users.".length(),mergeFieldId.length());

// merge clientsUsers

if(!mergeFieldName == "profile")

{

clientUsersMap.put(mergeFieldId,userDetails.getJSON(mergeFieldName));

continue;

}

else

{

clientUsersMap.put(mergeFieldId,userDetails.getJSON("profile").getJson("name"));

continue;

}

}

clientUserList.add(clientUsersMap);

}

values_map.put("client_users",clientUserList);

}

}

}

mergeDataParams = Map();

mergeDataParams.put("merge_data",{"data":values_map});

mergeAndStore = invokeurl

[

url :mergeAndStoreUrl

type :POST

parameters:mergeDataParams

connection:"writer"

];

if(!mergeAndStore.containsKey("error") && mergeAndStore.containsKey("merge_report_url"))

{

   mailMessage =  "Fill in the document " + mergeAndStore.get("records").get(0).get("fillable_link");

sendmail

[

from :zoho.loginuserid

to :tomailaddress

subject :"Fillable document link"

message :mailMessage

]

}

return mergeAndStore;

}

else

{

return projectDetails;

}

}

else

{

return getAllFields;

}

Creating custom functions in Zoho Projects is a straightforward process, supported by comprehensive documentation. Zoho offers a variety of built-in functions that serve as useful starting points, and you can also define your own functions using Zoho’s scripting language, Deluge. Implementing these functions can significantly enhance efficiency and improve productivity.

Stay tuned for additional examples and custom function scripts.