Introducing the improved Form Workflows

Introducing the improved Form Workflows

Hello App Creators,


Greetings from Zoho Creator!

We are glad to introduce the new form workflows that bring with it a revamped UI and a whole lot of enhancements that put a new spin on how you create and manage your workflows.




We always look to improve and enhance our product to provide a seamless and smooth app-building process. We identified that workflows had a scope for improvement in the following areas:
  • Creating workflows used Created, Edited, Created or Edited, and Deleted as the events at which workflows can be triggered. Whereas, the event in the form (Examples: On load, On Validate, etc) for which the workflow was created was not clearly defined. There was no clear distinction between these two important aspects of workflow creation.
  • Configuring actions required that the user chooses relevant actions from all the available actions. This set of actions included actions that did not cater to the user's requirement as well, putting the onus on the user to pick the appropriate action for the workflow.
  • Managing workflows was difficult, particularly when the application had many workflows. Locating and accessing the required workflow was a little tedious.
  • Execution order was based on the time of creation of workflows. It was not within the capacity of the user to determine the order in which the workflows need to be executed.

What's new?

The following features have been incorporated to provide a holistic enhancement to workflows:

Record and Form Events: The Create screen clearly identifies record and form events for which the workflow is created. This helps you have a well-defined process for creating and managing your workflows.
     

Actions based on Events: The record and form events that you provide act as a criteria that helps narrow down to specific actions that cater to your requirements, filtering out the rest of the actions. You can select and configure the action as intended.
      

Deluge Script Preview: A preview of the Deluge scripts appears in the workflow builder. This enables you to skim through the script without having to open the Deluge editor.
      

Deluge Editor: A resized Deluge editor window that spreads to 90% of the screen, accommodating lengthy statements. This allows you to view the entire statement without having to scroll left and right of the screen.



Dashboard with Filters: The dashboard is well-organized, equipped with categorically displayed workflows. It features filters based on forms, record events, and form events. This allows you to locate and track your workflows easily, while providing you with a high-level view of all the workflows in your app.



Execution Order: The order of execution is independent of the creation time. This allows you to rearrange and determine the sequence in which your workflows need to be executed.
      

Plans for rolling out

This update will be rolled out in phases. Initially, the new event-based form workflow will be enabled for new users who sign up after this update is rolled out. Later, existing users will be provided with the access to update all apps or selective apps.

We are thoroughly excited about this major update in form workflows and hope it improves your app-building experience to a great extent.

Let us know what you think of this update.

Regards,
Neethinila | Zoho Creator Team

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Introducing Zoho Creator's 2025 Release Projection 2

                                                                Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities
                                                              • Zoho Creator - 2023 Release Projection 1

                                                                Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue
                                                              • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

                                                                Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,
                                                              • Zoho Creator - 2023 Release Projection 2

                                                                Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new
                                                              • Upcoming Updates - August 2022

                                                                Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A


                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Need Customer Item Inward Module along with QC

                                                                                                                  Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are not
                                                                                                                • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                                  Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
                                                                                                                • Will be possible to create a merge mail template for products?

                                                                                                                  Hi, we would need to create a mail merge template for products (native) module. Will be possibile? or do you have a smart solutions to merge products data with a mail merge? thanks Chris
                                                                                                                • Maximum incoming email (attachment size) limit

                                                                                                                  I see that the maximum size of received emails can now be set to 20MB, however I'd still like to see it be larger. It's embarrassing when a client sends me an email with a large attachment and I can't receive it. 50, even 100 MB seems reasonable these
                                                                                                                • [Free Webinar] Learning Table Series - Multi-currency management in Zoho Creator

                                                                                                                  Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator
                                                                                                                • LESS_THAN_MIN_OCCURANCE - code 2945

                                                                                                                  Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
                                                                                                                • Ranking by group in report

                                                                                                                  Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.
                                                                                                                • How do I add a project template to a pre-existing project?

                                                                                                                  Help....How do I add a project template to a pre-existing project? Right now I have to delete the old project, make a new one and add the project template at the time of creating the new project.
                                                                                                                • Passing the image/file uploaded in form to openai api

                                                                                                                  I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
                                                                                                                • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

                                                                                                                  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on
                                                                                                                • Why is the ability Customize Calls module so limited?

                                                                                                                  Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
                                                                                                                • Report Template - How to remove page break after each record?

                                                                                                                  Hi, We have report template for a list report. It looks good at screen. But when printing, it creates a page break after each record. How to remove the it? So we can print multiple records in same page. Please look at the attached screenshots. Report Template Report Print Preview
                                                                                                                • Calendar report with order options and more quick view templates

                                                                                                                  I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting
                                                                                                                • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                                  I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                                • Shall we play a game?

                                                                                                                  Presenting the very first game created using ZOHO Creator: Tic-Tac-Toe (or noughts and crosses) I made this to challenge myself and employ some of the new features of ZOHO Creator. I must admit that the code is very literal and not too elegant. There are plans to improve on the machine AI and streamline the code over time. Currently the code makes extensive use of functions for the machine "AI" - there are 12 of these.   The machine AI can be tricked, so to counteract that I made it exceedingly arrogant
                                                                                                                • CRM notes

                                                                                                                  I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
                                                                                                                • Confluence export to zoho learn

                                                                                                                  Hello Is there any known way to export Confluence spaces to zoho learn ?
                                                                                                                • Limitation in chart of accounts

                                                                                                                  There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit
                                                                                                                • Zoho People API, Inactive users

                                                                                                                  Hi, I would like to export using the Zoho People API using Fetch Leave Records API V2 | Zoho People API. However it only pulls active user's leaves. I want all users, active and former employees records.
                                                                                                                • Empty folders are now appearing in the sidebar...

                                                                                                                  ...and the folder list is now auto-collapsed by default with no way to change. Neither of these recent updates are useful or user-friendly. ==================== Powered by Haiku https://www.haiku.co.uk ====================
                                                                                                                • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                                  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Create custom rollup summary fields in Zoho CRM

                                                                                                                  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                                • Monthly Webinar - Getting Started with Zoho LandingPage

                                                                                                                  Are you building your first landing page and want a little guidance? Join our monthly Getting Started with Zoho LandingPage webinar and learn how landing pages fit into your marketing strategy, drive lead generation, and improve conversions. Here’s what
                                                                                                                • View all email threads directly from record's History and Interactions

                                                                                                                  Greetings all, We've introduced the ability to view complete email thread conversations directly from records' History and Interactions sections, along with email delivery status and sentiment insights on the Interactions page—which makes it easier for
                                                                                                                • Marketing Tip #22: Check website and navigation for broken links

                                                                                                                  Do you inspect your online store frequently? If not, here's your reminder to do it now. Broken links frustrate customers and make your store feel unreliable. Whether it’s a missing product page, an outdated menu item, social media accounts, or a broken
                                                                                                                • Online Payment Fees

                                                                                                                  We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
                                                                                                                • push notification to Cliq when user is @mentioned in CRM notes

                                                                                                                  push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.
                                                                                                                • How to make entries for restaurant sales in Zoho Books?

                                                                                                                  Hello, I'm new to Zoho Books. I need to understand how to record our restaurant sales in Zoho Books. We can't raise invoices for each bill from the daily sales report generated by our POS (duplicated effort). We need a means of entering cumulative sales
                                                                                                                • Integrate with WooCommerce using Wordpress Plugin

                                                                                                                  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
                                                                                                                • How do I sync multiple Google calendars?

                                                                                                                  I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                                • Domain already exists

                                                                                                                  Hi, I tried to add my domain creativecolumnist.com but its showing as Domain already exist. Please release if it has already been associated with Zoho, I am the real owner of that domain.
                                                                                                                • Select forwarding

                                                                                                                  For Zoho mail online on PC in web browser: I had forwarding enabled in section "Mail accounts / Forwards", and I also have some filters that send emails from some unwanted senders to Archive. But it doesn't work as intended, it forwards everything (obviously
                                                                                                                • Pay Pal Paylater button

                                                                                                                  I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integration
                                                                                                                • system not picking my default custom service report template

                                                                                                                  Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.
                                                                                                                • Restrict Appointment Booking to Approved Clients

                                                                                                                  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of
                                                                                                                • Automate Credit Card Surcharge

                                                                                                                  Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
                                                                                                                • I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,

                                                                                                                  I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For the
                                                                                                                • Disappearance of all articles in the knowledge base

                                                                                                                  Hi there! It seems like all of our articles have disappeared from the knowledge base: However, the names still appear in the "sort articles" section:
                                                                                                                • Logic for sending to a non-primary email address

                                                                                                                  Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny
                                                                                                                • Next Page