Functions support in review process actions
Hello everyone,
Zoho CRM's review process actions now support functions, giving users complete flexibility to automate activities in all phases of record involvement in the review process - on submission, on review completion, and on rejection.
Until now, review process actions offered notification options that could be enabled or disabled. With this enhancement, users can attach a function to any review action and configure it to do virtually anything - sending custom emails, updating fields, calling external services, and more. Rather than being limited to individual pre-built options, functions serve as a single, powerful mechanism through which any workflow activity can be achieved.
Until now, review process actions offered notification options that could be enabled or disabled. With this enhancement, users can attach a function to any review action and configure it to do virtually anything - sending custom emails, updating fields, calling external services, and more. Rather than being limited to individual pre-built options, functions serve as a single, powerful mechanism through which any workflow activity can be achieved.
Functions can be triggered at four points in the review lifecycle:
- Submission - Triggered when a record first enters the review process, before any reviewer has taken action.
- Reviewed - Triggered when a reviewer approves the record, marking it as verified and ready to enter CRM.
- Rejected - Triggered when a reviewer rejects the record, indicating the data is invalid or incomplete.
- Resubmission - Triggered when a previously rejected record is corrected and sent back into the review queue.
Here's an example to understand this enhancement better -
A sales team captures leads via a web form. Before a lead officially enters CRM, a reviewer verifies the data quality (no duplicates, valid contact info, correct territory assignment). Functions trigger at each review stage to automate follow-up.
A sales team captures leads via a web form. Before a lead officially enters CRM, a reviewer verifies the data quality (no duplicates, valid contact info, correct territory assignment). Functions trigger at each review stage to automate follow-up.
Notes.
- Accessing records in Review in the UI
- To fetch a record that is in the review process, an additional parameter needs to be passed: "approved" = "both". Only with this parameter will the record be returned.
- Accessing records in Review via API
- In the UI, these records are also accessible through the Leads in Review custom view, as they will not appear under All Leads until approval is complete. This separation keeps it clear which records have officially entered CRM and which are still awaiting approval.
That's all for the announcement. Do share your feedback in the comments below.
To learn more about the feature, check out our help doc.