Tableau Connector for Zoho Projects

Build 22.0.8462

Projects

Gets all the projects for the logged in user.

Select

Columns that support the = operator:
  • Id
  • CreatedDate
  • Status
  • LastModifiedTime

Columns that support the = and IN operator:
  • GroupId
  • Assignee

For example, the following query is processed server side:
SELECT * FROM Projects WHERE Id = '123456000000039053' 

Insert

To create a new Project you can specify the following fields:

  • Name
  • BillingStatus
  • BillingType
  • Currency
  • Description
  • Public
  • OwnerId
  • BudgetType
  • BudgetValue
  • Rate
  • BudgetTrackingMethod
  • FixedCost
  • TemplateId
  • Threshold
  • StartDate
  • EndDate
  • EnableRollup

To create a new Project specify the following fields:

INSERT INTO Projects (Name, BudgetType, BudgetValue, BillingStatus, BillingType, Currency, Description, Public, BudgetType, BudgetTrackingMethod)
VALUES ('New Project', '2', '2.5', 'Billable', '2', 'EUR', 'TestDescription 123', 'no', '2', '4')

Update

You can use the below query to update a Project:

UPDATE Projects 
	SET Currency = 'USD', SingleLinCustomField = 'New Custom Field Value' 
	WHERE Id = '123456000000039053'

Delete

Projects can be deleted by providing the Id and issuing a DELETE statement.

DELETE FROM Projects WHERE Id = '123456000000039053' 

Columns

Name Type ReadOnly Description
Id [KEY] String False

Project Id.

Name String False

Project Name.

Key String False

Project Key.

BugsEnabled Boolean False

Project Bugs Enabled.

BillingStatus String False

Project Billing Status.

The allowed values are Billable, Non Billable.

BillingType String False

Mention the billing method for invoicing. (1 = Based on project hours, 2 = Based on staff hours, 3 = Fixed cost for project, 4 = Based on task / issue hours).

The allowed values are 1, 2, 3, 4.

BugClientPermission String False

Project Bug Client Permission.

BugsClosed Integer False

Project Bugs Closed.

BugsOpen Integer False

Project Bugs Open.

BugsDefaultView String False

Project Bugs Default View.

BugsPrefix String False

Project Bugs Prefix.

CreatedDate Date False

Project Created Date.

CreatedDateTime Datetime False

Project Created Date Time.

CustomStatusColor String False

Project Custom Status Color.

CustomStatusId String False

Project Custom Status Id.

CustomStatusName String False

Project Custom Status Name.

Currency String False

The default currency of your project. Example: USD, INR, etc.

CurrencySymbol String False

Project Currency Symbol.

Description String False

Project Description.

EnabledTabs String False

Project Enabled Tabs.

ChatEnabled Boolean False

Project Chat Enabled.

ClientAssignBug String False

Project Client Assign Bug.

Public String False

Project Public.

The allowed values are yes, no.

SprintsProject Boolean False

Project Sprints Project.

Strict String False

Project Strict.

BugLayoutId String False

Project Bug Layout Id.

BugLayoutName String False

Project Bug Layout Name.

ProjectLayoutId String False

Project Project Layout Id.

ProjectLayoutName String False

Project Project Layout Name.

TaskLayoutId String False

Project Task Layout Id.

TaskLayoutName String False

Project Task Layout Name.

ActivityUrl String False

Project Activity Url.

BugUrl String False

Project Bug Url.

DocumentUrl String False

Project Document Url.

EventUrl String False

Project Event Url.

FolderUrl String False

Project Folder Url.

ForumUrl String False

Project Forum Url.

MilestoneUrl String False

Project Milestone Url.

SelfUrl String False

Project Self Url.

StatusUrl String False

Project Status Url.

TaskUrl String False

Project Task Url.

TasklistUrl String False

Project Tasklist Url.

TimesheetUrl String False

Project Timesheet Url.

UserUrl String False

Project User Url.

MilestoneClosed Integer False

Project Milestone Closed.

MilestoneOpen Integer False

Project Milestone Open.

OwnerId String False

Project Owner Id.

OwnerName String False

Project Owner Name.

OwnerZpUid String False

Project Owner Zp Uid.

ProfileId Long False

Project Profile Id.

ProjectPercent String False

Project Project Percent.

Role String False

Project Role.

ShowProjectOverview Boolean False

Project Show Project Overview.

Status String False

Project Status.

The allowed values are active, archived, template.

SettingsDate Boolean False

Project Settings Date.

SettingsLogHours Boolean False

Project Settings Log Hours.

SettingsPercentage Boolean False

Project Settings Percentage.

SettingsPlan Boolean False

Project Settings Plan.

SettingsWorkHours Boolean False

Project Settings Work Hours.

TaskClosed Integer False

Project Task Closed.

TaskOpen Integer False

Project Task Open.

TaskbugPrefix String False

Project Taskbug Prefix.

UpdatedDate Date False

Project Updated Date.

UpdatedDateTime Datetime False

Project Updated Date Time.

WorkspaceId String False

Project Workspace Id.

BudgetType String False

Type of your budget. Accepted values 0, 1, 2, 3, 4, 5 and 6. (0 = None, 1 = Based on amount, 2 = Based on hours, 3 = Based on milestone amount, 4 = Based on milestone hours, 5 = Based on task amount and 6 = Based on task hours).

The allowed values are 1, 2, 3, 4, 5, 6.

BudgetTypeValue String False

Project Budget Type Value.

BudgetValue String False

Project Budget Value.

Rate String False

Project Rate.

BudgetTrackingMethod String False

Method to track your project budget. Accepted values 1, 2, and 4. (1 = Project hours, 2 = Staff hours, 4 = Task / Issue hours).

FixedCost String False

Project Fixed Cost.

TemplateId String False

Project Template Id.

Threshold String False

Specify the budget threshold limit (Amount or hours)..

StartDate String False

Project Start Date.

EndDate String False

Project End Date.

EnableRollup String False

Project Enable Rollup.

The allowed values are Yes, No.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
LastModifiedTime Datetime

Project Last Modified Time.

GroupId String

Project Group Id.

Assignee String

Project Assignee.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462