Skip to content

    • Workflows

    Workflows

    Can Workflows interact with Domo Projects and Tasks?

    Member
    in Workflows

    Would like to automatically create a task in Projects & Tasks based on someone completing a form (vs. me seeing the update to the form and then manually creating a task). Or more generally, what is the ability to interact with Projects via. Workflows? Thanks!

    Tagged:

    Welcome!

    It looks like you're new here. Members get access to exclusive content, events, rewards, and more. Sign in or register to get started.
    Sign In

    Answers

    • Coach

      @trafalger just did this. He may be able to explain how he did it. I believe it required some programming within Code Engine to accomplish it.

      **Check out my Domo Tips & Tricks Videos

      **Make sure to <3 any users posts that helped you.
      **Please mark as accepted the ones who solved your issue.
    • Domo Employee

      @t238 - I'm totally happy to help you with this. It sounds like Mark is aware of someone who just did it - tell me…it's just as simple as taking some of the inputs from the form and using them to create a task in a certain project?

      If you can share more details, I can be more closely aligned with your exact use case in the example I build.

    • Member
      edited October 2024

      HI @DanHendriksen, Mark, thanks for the response. For my case, it is indeed just as simple as taking some inputs from the form and converting it into a task. Haven't thought too deeply about how to take those form inputs and organize it as a task though, but i was thinking ex. some form fields would turn into a tag, one would turn into the task headline, another be put into the description … or something of the sort

    • Domo Employee

      I'll put it on my list to get it created, along with a little video.

    • Member

      Hello @DanHendriksen @t238

      Just want to check is there any response regarding this? I was trying to create a custom engine with python script but getting errors.

      Use case:-

      Want to use one button or form for all app studios and when user submit a request, A task should be created under existing project. In the workflows there is no function available for projects and task so thought of creating a custom one but facing challenges. Found this blog so if there is any video or solution given for this let me know.

      Here is the error i am getting when i was trying to create a custom engine, I will add the code below and not using full url for API as i am performing this inside of DOMO.

      Final question based on my error, I think the projects and task api is not exposed internally. Is there any workaround via workflow can satisfy my use case.

      image.png

      Thank You.

    • Domo Employee

      So you just want a function that will create a new task in a project?

    • Member
      edited April 22

      Hello @DanHendriksen,

      Thanks for your response.

      Yes, i need a function that will create a task in existing project. If there is function that already exists or is there a way to do this without an custom function then that will help fasten my work.

      Thank you.

    Welcome!

    It looks like you're new here. Members get access to exclusive content, events, rewards, and more. Sign in or register to get started.
    Sign In

    Welcome!

    It looks like you're new here. Members get access to exclusive content, events, rewards, and more. Sign in or register to get started.
    Sign In

    Quick Links

    Categories