Date trigger for Workflow
I have a vCRM with a "Due Date" field. I am creating a workflow that updates a Service Status to "Late" when the due date is reached. However there seems to be a "Recur" option that is confusing me.
Does this mean that after the initial trigger, it will no longer use the "Due Date" field as the trigger to update status - and it can only be updated Monthly or Annually?
I need this to be an ongoing trigger, always looking only at the due date as a trigger. Here is the use case:
Equipment is due to be serviced by a Due Date.
Does this mean that after the initial trigger, it will no longer use the "Due Date" field as the trigger to update status - and it can only be updated Monthly or Annually?
I need this to be an ongoing trigger, always looking only at the due date as a trigger. Here is the use case:
Equipment is due to be serviced by a Due Date.
Each piece of equipment has a Service Status of "Late", "In Progress", "Complete"
Once the due date approaches, the status gets changed to "Late". Once it's done being serviced the Due Date is updated to some date in the future for service. This date can change/be updated.
At any given time, the Service Status should be accurate. This will not be the case if it's triggered only monthly or annually after the first trigger.
So I am wondering if it will "re-trigger" when the updated Service Due is reached.
Once the due date approaches, the status gets changed to "Late". Once it's done being serviced the Due Date is updated to some date in the future for service. This date can change/be updated.
At any given time, the Service Status should be accurate. This will not be the case if it's triggered only monthly or annually after the first trigger.
So I am wondering if it will "re-trigger" when the updated Service Due is reached.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Introducing the Zoho Show Windows app
Hello everyone! We’re excited to announce the launch of the Zoho Show app for Windows! You can now create, access, collaborate on, and deliver presentations right from your desktop. The Windows app brings you all the powerful features you’re familiarRenew an expired subscription
Hey Zoho officer, My subscription was expired yesterday, but I did not notice until just now. How can I renew the subscription even it is expired? The website is really important for our publicity. So I hope I can still review the domain and website. Thanks!New Action Requests
Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? ThanksPre-fill webforms in Recruit
I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have[Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini
We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamicallyDoes Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank youAdd Hebrew Support for Calendar Language in Zoho Forms
Dear Zoho Forms Team, Greetings! We are using Zoho Forms extensively and appreciate its versatility and ease of use. However, we’ve noticed that the Calendar Language settings currently do not include Hebrew as an option. We would like to request theWorkdrive - copy permissions
I am trying to customize sub folder, which I understand fully from below https://help.zoho.com/portal/en/kb/workdrive/team-folders/manage/articles/customize-folder-permissions-in-a-team-folder#Customize_permissions_during_folder_creation However I wantLatência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? pingUS military addresses
When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some linksUS military addresses
When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some linksBANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING
As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?Unveiling Zoho CRM's New User Interface - The NextGen UI
Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functionalIntroducing 'Previous' and 'Next' operators for enhanced date-based filtering
Hi everyone, We are excited to introduce to you two new operators - Previous and Next - for your date and date time fields in filters as well as in custom view. For starters, let’s say you want to filter records based on Created Time: Previous 6 months:Same users on different accounts
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.auRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileMulti-Sort Functionality, Projects List
It is proving so hard for us to manage any kind of decent view into our Active list of projects (which now hovers between 150 and 225 at a time). In addition to my other suggestion here (which hasn't had any activity in a year), I'd like to suggest thatSubform dynamic fields on Edit, Load of Main form.
Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. WhatPower of Automation :: Automatically update the Work hours of a task based on Custom field Value
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateIs it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.Invalid URL error when embedded sending url into iframe for my website when using in another region
Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url intoImportant! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit
Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricingZoho Sites is unusable
What a terrible user experience sites is buggy and incredibly slow with creating site. it hangs with please wait with spinning circle A LOT. can't add blog page can't add logo (yes it's not larger than 500 pixels) can't even add a new page It either does nothing (with no error message as to what is wrong) or you get the darkened screen with the please wait with the spinning circle that never goes away...I've even left it for 5minutes or more just to see if it was slow or just doesn't work...andWhat's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights forWhy the home page "Income and Expense" graph only shows some Expense Accounts but not all
I see that the graph only shows expenses from some Expense Accounts. Why and how can I change that? I'm new to Zoho Books and accounting. Thank you!Introducing Seamless Communication with WhatsApp Integration in Zoho Recruit
Hello everyone, We are thrilled to announce that we have just launched an incredible new feature in Zoho Recruit that will revolutionize your recruitment process. With the integration of WhatsApp into Zoho Recruit, you can now seamlessly connect withHow do you map a user picklist field to another user picklist field.
In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn'tGetting error while while deleting from Activities Object
I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method typeHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customizedhow do i add a hyperlink to a ticket submitted to zoho desk via zoho forms integration?
hi there! my team uses zoho forms to collect information needed to complete a ticket. we use the zoho forms integration with zoho desk. two of the fields capture urls that the submitting teams fill out in the public facing form. when the ticket reachesIssues with Campaign Results Sync Between Zoho Campaigns and Zoho CRM
Hi everyone, I’m experiencing an issue with the integration between Zoho Campaigns and Zoho CRM. When I send campaigns from Zoho Campaigns, the results shown in Campaigns (such as the number of emails sent, opened, and clicked) do not exactly match theIf Formula with Abs and Now included!
Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent AchievedWeekly Tips: Avoid Duplicate Email Copies with Zoho Mail
In everyday work environments, it is common to receive the same email multiple times when you're CC'd individually and also included through a group email address in the same message. This can overwhelm your inbox and make it harder to keep track of importantIntroducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience byAdd Support for Google reCAPTCHA v3 in Zoho Forms
Hello Zoho Forms Team, We appreciate the security measures currently available in Zoho Forms, including Zoho CAPTCHA, Google reCAPTCHA v2 (checkbox), and reCAPTCHA v2 (Invisible). However, we would like to request the addition of support for Google reCAPTCHAPosibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showPlease don't remove the option to modify tax.
Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take thisZoho Connect App (Android)
Hello Zoho Connect team, I've encountered a recurring issue with the Android version of the Zoho Connect app and would appreciate your assistance. I have created a group that includes both internal and external users. Everything functions as expectedZohoCRM上での接触回数の集計や評価について
当方toB営業を行う会社なのですが、 顧客ごとの接触手段と接触回数を蓄積してKPIや評価指標としてレポーティングしたいのですが、どのタブでどのような運用をするのが適切でしょうか。 商談タブ、取引先タブ、連絡先タブそれぞれにおいて運用方法を考えましたがイメージが湧かず、ご教授いただければ幸いです。Zoho CMR - How can we remove Public View in any module ?
Hi Zoho How can we remove some Public View in any module (or one by one) ? I read something about hiding but that's refers to Creator and I'm not there yet. :) Thanks! RobertNext Page