Auto-Generate a Document for Specific Tasks in Zoho Projects

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  • เผยแพร่เมื่อ 17 มิ.ย. 2024
  • In this video you'll learn how to automatically create and associate a Zoho Writer document to a certain type of task in Zoho Projects. We'll use a custom function written in Zoho's proprietary scripting language, Deluge. This method greatly expands our options to create highly customized and automated solutions for integrating project management with our document creation and storage.
    More about the native Projects-Workdrive integration: help.zoho.com/portal/en/kb/pr...
    Zoho Writer integration tasks for Deluge: www.zoho.com/deluge/help/writ...
    Contact Beckmann Collaborative for support: zfrmz.com/WHPG8UzHifhpu8ycRoj...
    Get a free trial of Zoho Projects: store.zoho.com/ResellerCustom...

ความคิดเห็น • 3

  • @francoisehret9837
    @francoisehret9837 19 วันที่ผ่านมา

    Nice video, thanks a lot. Do you have found a tip to get the folder id of the workdrive team folder of the project ? It would allow to work dynamically instead of hard coding the folder id. Thanks

    • @beckmanncollaborative
      @beckmanncollaborative  19 วันที่ผ่านมา +1

      Great question. The method to get the project's associated Team Folder ID via API is revealed in this recent forum post: help.zoho.com/portal/en/community/topic/power-of-automation-upon-archiving-the-project-files-will-be-automatically-removed-from-zoho-workdrive
      *Note that the request URL is different from what is in the API documentation, and Workdrive Scopes are required for the OAuth connection. I tried the method from the post and it worked.

    • @francoisehret9837
      @francoisehret9837 19 วันที่ผ่านมา +1

      Excellent ! Thanks !