Power of Automation::Streamline Associated Teams during Blueprint transition.

Power of Automation::Streamline Associated Teams during Blueprint transition.


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.

Requirement:-

One of our customers wanted to automatically fetch the Task Owner's Team and assign it to the Associated Team field during a Blueprint transition. To achieve this, associate the below custom function code to the "After" section of the blueprint transition. For more details on Blueprint, please refer to this link.

Custom function code:-

zuidList = list();
/*          Get all owners and teams.      */
for each  owner in taskOwners
{
zuidList.add(owner.get("id").toString());
}
getTeamUsers = invokeurl
[
url :endPointV3 + portalId + "/teams/users"
type :GET
connection:"XXXXX"
];
if(getTeamUsers.get("page_info").get("count") > 0)
{
associtedTeams = list();
for each  user in getTeamUsers.get("team_users")
{
info zuidList + " == " + user.get("zuid") + " : " + zuidList.contains(user.get("zuid"));
if(zuidList.contains(user.get("zuid")))
{
associtedTeams.addAll(user.get("associted_teams"));
}
}
associtedTeams = associtedTeams.distinct();
}
/*   Get all associate teams      */
getAssociatedTeams = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/teams"
type :GET
connection:"XXXXX"
];
// info getAssociatedTeams;
 associteTeam = list();
for each  teamid in associtedTeams
{
associteTeam.add({"id":teamid});
}
/*   Remove teams that are already associated   */
if(getAssociatedTeams.get("page_info").get("count") > 0)
{
for each  team in getAssociatedTeams.get("teams")
{
if(associtedTeams.contains(team.get("id")))
{
associtedTeams.removeElement(team.get("id"));
}
}
}
// info associtedTeams;
/*   Associate teams to project of not added   */
if(associtedTeams.size() > 0)
{
params = Map();
params.put("team_ids",associtedTeams);
info params;
associateTeamToProject = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/associate-teams"
type :POST
parameters:params
connection:"XXXXX"
];
info associateTeamToProject;
}
/*   Associate teams to task of not added   */
if(associteTeam.size() > 0)
{
params = Map();
params.put("teams",{{"add":associteTeam}});
info params;
associateTeamToTask = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId
type :PATCH
parameters:params.toString()
connection:"XXXXX"
];
info associateTeamToTask;
}
return "success";

Make sure to replace XXXXX with the Zoho Projects connection link name along with scopes ZohoProjects.tasks.UPDATE, ZohoProjects.teams.ALL. Check this link to learn how to create the connection. Please find the screenshot of the parameters to be mapped.

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

    • Sticky Posts

    • Automate Timesheet Approvals with Multi-level Approval Rules

      Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

    Nederlandse Hulpbronnen