Feature Availability

Overview

1. Basic Details - Workflow rule name and the module (groups/events/feeds/user profile/polls/announcement).
   
2. Rule Trigger - Scope of the workflow rule (in a group/in the network) and when the rule should be triggered (data is added, updated, or deleted).
3. Conditions - You can create one or more conditions based on which the action should be executed.
4. Actions - The action that has to be performed when the specified conditions are met.  You can add multiple actions to suit your needs.

Who can configure workflow rules? 

How do I configure a new workflow rule?

1. Click the gear icon  in the right menu.  

2. Select Settings from the dropdown.

           

3. In the Settings page, select Workflows under Automation.

           

4. Click + Add new workflow rule in the workflows page.

           

5. Perform the following in the Create New Rule pop-out,

1. Enter a name for the configuration.
   
2. Select the module for which you want to create a workflow from the drop-down list.  
   

6. Click Next. 

                      

1. Specify where the rule should be triggered:

1. In the Network - The rule applies to the entire network.
   
2. In a Group/Board - The rule applies to only the selected Group/Board.

2. Select which instances should trigger the rule:

1. Add - The rule will be triggered when the data is added.
   
2. Update - The rule will be triggered when the existing data is updated.
   
3. Delete - The rule will be triggered when the data is deleted.
   

            

1. No conditions - The action will be performed without any filters.
   
2. Apply condition-based filters -  The action will be performed only when the specified conditions are met.

1. Select the field name and condition from the dropdown list.
   
2. Enter the required value.
   
3. To add multiple conditions, click the  next to the value input box.  The next condition can be AND or OR depending on whether you wish to include one or both of the conditions.
   
4. To add nested conditions, click +Add nested condition.
   

           

1. Click Add Action.

           

2. Select the required action type from the dropdown. You can use a custom function option to perform specific actions like adding new task or event, or creating an event in Google calendar for Zoho Connect events.  

           

3. In the pop-out, enter the required details and click Add.

4. Once you've added all the actions, click Create at the bottom of the page.  

How do I edit or delete a workflow rule? 

1. Click the gear icon   right menu. 
   
2. Select Settings from the dropdown.
   

           

3. In the Settings page, select Workflows under Automation.

           

4. From the list of configured rules, navigate to the required rule and click the pencil icon [] to the right of the rule name to edit it.

5. To delete the workflow rule, click the trash icon [] in the right-end of the rule name. 

           

 Deleting the workflow rule will not change any of its previous results.