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:

We have received a specific requirement from our customer - While creating subtasks, the following fields should be automatically copied from the respective parent task.

1. Custom fields
   
2. Description
   
3. Work Hours.
   

We had accomplished this requirement using custom functions. Create a connection for the Zoho Projects service with the scopes “ZohoProjects.Portals.ALL, ZohoProjects.projects.ALL, ZohoProjects.tasks.ALL” to replace ‘connectionprojects’ with the connection name. Click this link below to learn how to create the connection. To automate this, we can configure a workflow rule.

Script to be used:

endPoint = "https://projects.zoho.com/restapi/portal/";

taskDetail = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/"

type :GET

connection:"projects"

];

parentTaskId = taskDetail.get("tasks").get(0).get("parent_task_id");

status = taskDetail.get("tasks").get(0).get("status").get("name");

updateTaskParam = Map();

if(parentTaskId != null)

{

getParentTask = invokeurl

[

url :endPoint + portalId + "/projects/" + projectId + "/tasks/" + parentTaskId + "/"

type :GET

connection:"projects"

];

parentTask = getParentTask.get("tasks").get(0);

customfields = parentTask.get("custom_fields");

custom_fields = Map();

for each cf in customfields

    {

if(cf.get("label_name") == "Line Item" ||  cf.get("label_name") == "Qty." ||  cf.get("label_name") == "Sales Order" ||  cf.get("label_name") == "UOM" ){

custom_fields.put(cf.get("column_name"),cf.get("value"));

}

    }

updateTaskParam.put("description",parentTask.get("description"));

updateTaskParam.put("custom_fields",custom_fields);

workHours = parentTask.get("work");

  updateTaskParam.put("work_type","work_hours");

person_responsible = owner.get(0).get("zpuid");

workFromMap = Map();

workFromMap.put("user_id",owner.get(0).get("id"));

workFromMap.put("working_hours",workHours);

workFromList = List();

workFromList.add(workFromMap);

updateTaskParam.put("owner_work",workFromList);

updateTaskParam.put("person_responsible",person_responsible);

info updateTaskParam;

updateTaskResponse = zoho.projects.update(portalId,projectId,"tasks",taskId,updateTaskParam,"projects");

info updateTaskResponse;

}

return owner;

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.