Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

Hello Everyone,


A custom function is a software code that can be used to automate a process and this allows 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. 


Requirement:- 


Implement a task scoring system based on task completion dates.

A custom field named ‘Scoring’ has been created within the Tasks module and it will be used to store the calculated score.

The following explains the logic:

If a task is completed on or before its due date, it should be assigned a score of 100.

For every 3-day delay beyond the due date, 30 points should be deducted from the score.

Here is an example for better understanding.

3 days late → Score: 70

6 days late → Score: 40

9 days late → Score: 10

10+ days late → Score: 0 (minimum score threshold if needed)

This can be accomplished using the features Custom Functions & Workflow Rules. Create a connection using the scopes “ZohoProjects.portals.ALL, ZohoProjects.tasks.ALL" and update the connection name ‘connectionprojects’ in the below code. Find the attached screenshots of the Arguments & Workflow.

Here is the code ::
endPoint = "https://projectsapi.zoho.com/restapi/portal/";
updateTaskParameter = Map();
if(completedDate != null && dueDate != null)
{
delayFieldName = "Score";
daysDiff = daysBetween(toDate(toString(dueDate,format)),toDate(toString(completedDate,format)));
if(daysDiff <= 0)
{
score = 100;
}
if(daysDiff > 0 && daysDiff <= 3)
{
score = 70;
}
if(daysDiff > 3 && daysDiff <= 6)
{
score = 40;
}
if(daysDiff > 6 && daysDiff <= 9)
{
score = 10;
}
if(daysDiff > 9)
{
score = 0;
}
// Get task layout details
taskLayoutDetailsResponse = invokeurl
[
url :endPoint + portalId + "/projects/" + projectId + "/tasklayouts"
type :GET
connection:"connectionprojects"
];
sectionDetails = taskLayoutDetailsResponse.get("section_details");
for each  section in sectionDetails
{
customFieldDetails = section.get("customfield_details");
for each  customFieldDetail in customFieldDetails
{
if(customFieldDetail.get("display_name").containsIgnoreCase(delayFieldName))
{
delayFieldId = customFieldDetail.get("column_name");
break;
}
}
}
updateTaskParameter.put("custom_fields",{delayFieldId:score});
updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParameter,"connectionprojects");
}
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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