Enhancement in Field update and date/time based triggers in Workflow
Hello everyone,
Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the condition is true. Automatic actions are triggered upon create, edit or update of a field in the record. In our recent enhancement we have combined field update under edit because update of a value is nothing but edit of a record. Thus, the edit option will now have two options:
-
Any field gets modified - The rule will trigger action whenever a field value changes that is, upon edit of a record.
-
Specific field(s) gets modified - The rule will trigger action when a specified field is modified.
For example, if you want to send emails only when the prospects are contacted you can set the criteria as:
When the lead status field is modified to contacted send an email.
Earlier you were able to trigger a rule on a specific date/time and also set it to recur at specific intervals like: Once.
Now, to provide better clarity, we have introduced the following options:
- Based on which date/time field the rule should be executed: You can choose any date or time field such as created time, modified time etc.
-
Define execution date: Specify the number of Days, Weeks, or Months after which workflow should be executed.
-
Execution time: Choose to execute at the same time of the activity or enter a time of your choice.
Refer to the
help doc for more details on the configuration.
That's a wrap. Try out the workflow rule and let us know your feedback.
Cheers!
Prasana
Sticky Posts
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. Hello everyone, Blueprints streamline processes and ensure users adhere to required
Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria