Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint

Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint

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. 

Let’s check out this use case from a customer -

Our customer has configured four parallel transitions in a blueprint and wants the custom field "Pending committee" (a multi-user pick list field) in tasks to be automatically updated according to these parallel transitions.

Based on their business use case, each transition corresponds to an approval process conducted by a distinct committee within their organization. If the approval for a given transition has not been completed, depending on the current approval status and the identity of the user performing that transition, the appropriate committee member should be automatically assigned to the custom field "Pending committee" to reflect the outstanding approval requirement.

This can be accomplished using the below code. Create a connection using the scopes “ZohoProjects.Projects.ALL, ZohoProjects.tasks.ALL, ZohoProjects.users.ALL” and update the connection name ‘******’ in the below code. Find the attached screenshot of the Arguments.

Here is the link to know how to create a connection.

transitionAndProcess = Map();
transitionAndProcess.put("Infrastructure",{"cf":"infrastrucure_approval_status","approver":"infrastructure_team_member"});
transitionAndProcess.put("Infosec",{"cf":"infosec_approval_status","approver":"infosec_team_member"});
transitionAndProcess.put("Privacy",{"cf":"privacy","approver":"privacy_team_member"});
transitionAndProcess.put("Operations Risk",{"cf":"operational_risk_approval_status","approver":"operational_risk_team_member"});
transitionAndProcess.put("Legal",{"cf":"legal_approval_status","approver":"legal_team_member"});
transitionAndProcess.put("Technology",{"cf":"legal_approval_status","approver":"technology_team_member"});
transitionAndProcess.put("Fraud Committee",{"cf":"fraud_committee_approval_status","approver":"fraud_committee_team_member"});
transitionAndProcess.put("Data Architect",{"cf":"data_architect_approval_status","approver":"data_architect_team_member"});
// transitionAndProcess.put("Data CoE", {"cf":"data_co_e_approval_status","approver":data_co_e_approver});
// transitionAndProcess.put("Compliance", {"cf":"compliance_approval_status","approver":compliance_approver});
transitionName = affectedFields.get("edits").get(0).get("transition_name");
// transitionName = "Infrastructure";
if(transitionAndProcess.containKey(transitionName))
{
getTaskDetails = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId
type :GET
connection:"*****"
];
info getTaskDetails;
cf = transitionAndProcess.get(transitionName).get("cf");
status = getTaskDetails.get(cf);
info status;
if(status.equalsIgnoreCase("Need more Document"))
{
approver = transitionAndProcess.get(transitionName).get("approver");
approverTeamMember = getTaskDetails.get(approver).get("zpuid");
info approverTeamMember;
params = Map();
valueMap = List();
valueMap.add({"zpuid":approverTeamMember});
// if(getTaskDetails.containsKey("review_pending_committee_list"))
// {
// for each  committee in getTaskDetails.get("review_pending_committee_list")
// {
// valueMap.add({"zpuid":committee.get("zpuid")});
// }
// }
params.put("review_pending_committee_list",{{"add":valueMap}});
info params;
updateTask = invokeurl
[
url :endPointV3 + portalId + "/projects/" + projectId + "/tasks/" + taskId
type :PATCH
parameters:params.toString()
connection:"******"
];
info updateTask;
}
}
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.