Can Workflows interact with Domo Projects and Tasks?

t238 · 2024-09-27T18:51:14+00:00

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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!

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MarkSnodgrass

@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.

DanHendriksen

@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.

t238

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

DanHendriksen

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

AkhilRao01

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.

Thank You.

DanHendriksen

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

AkhilRao01

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.