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
Neethinila | Zoho Creator Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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?
Topic Participants
Neethinila R
S Ingledew
Carlos
Victor MOREIRA
Neethinila R
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 capabilitiesZoho 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 continueZoho 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 newUpcoming 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
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
Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps
Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teamsSync images with Shopify/Cart
Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. ThanksExternal User onboarding for zoho connect is not really intuitive.
So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to createHaving trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.
I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,How to upload file to Connect using API?
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.Select the task view on the board in the Zoho Connect iPhone app
Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.Auto tagging
Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific articleWebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?Constant refresh required in lots of Zoho tabs
"Hey Zoho, if you can sync my notification bell across 15 tabs using a BroadcastChannel, why can't you send a 'Data Refresh' signal the same way? We don't need a browser reload—we just need the data to sync without us clicking F5 like it's 1999." "PS:What's New in Zoho Billing | January 2026
Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see howInserting images into Articles or Knowledgebase
Hi, Are there any plans in improving the Knowledgebase text editor so it would allow inserting images through Windows clipboard via copy-paste? Say for example I took a screenshot using the snipping tool in Windows and I'd like to insert that image toLinks not functioning in Zoho mail
Links that are included in emails I receive are not activating. Nothing at all happens when I click on them. I have researched FAQs and this forum to no avail. Any suggestions?Zoho Mail iOS app update: Manage folders and tags
Hello everyone! In the most recent version of the Zoho Mail iOS app, we have brought in support to manage(create, edit and delete) the folders and tags. Create folders Create Tags Edit/ Delete folder In addition to this, we have also brought in support[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMShowing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associatedLink Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesExtend the Image Choice Field
Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike theZoho Desk: Macro to assign Ticket to self
Hello, We are using macros in Zoho Desk to set some fields and send a response. I would also like to assign the ticket to myself (or whoever applies the macro). I can only set a fixed agent in the macro, so I would have to create one for every agent.Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer namesNew Feature: Audit Log in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.Automated Task reminder
First question: If a task does not have a reminder set, will it still send an email notification that the task is due today? If not, how can I set up an automated reminder to send the task owner an email that it is due on a certain date?Zoho Support - contract notifications
Hi, I have a few questions about using Zoho support. Is there a way to add custom contract notifications like (90 days before expiry send notification e-mail to agent and customer, then another 60 days before expiry and another 30 days.). And is it possibleKaizen #230 - Smart Discount-Based Quote Approvals Using CRM Functions and Approval Process
Hello everyone! Welcome back to the Kaizen series! Discount approvals are a standard part of sales governance. Most organizations need something like this: Discount % Required Action < 10% Auto-approve 10–19.99% Sales Manager approval ≥ 20% VP Sales approvalHow to create a new Batch and update Stock via Inventory?
Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase theOAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.
Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something thatTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerEmail Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)
I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containingCall result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, butZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",Payment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deductedChanging Account Type in Chart of Accounts
Does anyone know how to change/edit the account type for an Account name in Chart of Accounts. Zoho will not let me do this for some reasonBulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?Zoho books aide
Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents
In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. ImagineJoin Zoho Meeting only via Web browser and not with Zoho Meeting App
Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdleManage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsAnalytics & Reporting Improvements + Export Bug
Hello, I would like to raise several important product suggestions and issues regarding Zoho Expense: 1. Filter in Admin View → Analytics → Expense Details → Receipt Is it possible to add a filter that allows us to prioritize or sort reports that haveAI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provideNext Page