Set criteria for form workflows | Zoho Creator Help

Set criteria for form workflows

The action in a workflow executes for all records by default when the Run this action field is set as Always. Alternatively, you can execute the action for selected records by setting a condition or criteria.

To set the condition:

  1. Choose the On condition option in theRun this action field.
  2. The page will display the fields to set the criteria.
  3. A criterion consists of:
    • Criteria field - Name of the Form field to check the value against.
    • Operator - The operator to evaluate the field value. The types of operator depend on the criteria field type. The operator for each field type is given below:
      • Number: equals, not equal to, less than, less than or equal to, greater than, greater than or equal to
      • Date & Time: equals, not equal to, before, after
      • Others: equals, not equal to, starts with, ends with, contains, does not contain.
    • Value - The data the user must enter in order to meet the criteria. The possible values that can be used depend on the criteria field.
Set multiple criteria for the action

At the end of each condition or criteria, you will find the AND and OR buttons that allows you to add multiple criteria for each rule. When you click the +Add New button below the first condition, it displays a logical operator drop-down to state whether the rule requires all of the conditions to be true (AND) or at least one of the conditions to be true (OR), before executing the action.


Related Topics

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understand Form Workflows

                                                                                                                Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...
                                                                                                              • FAQs: Form Buttons

                                                                                                                This page covers about the functionality, customization, and optimization of form buttons in Zoho Creator, answering key questions and providing insights for enhancing user experience. What are form buttons in Zoho Creator? Form buttons in Zoho ...
                                                                                                              • Understand form event in workflows

                                                                                                                To set a workflow to start rolling out, you need to specify on cue of which record event it needs to be triggered. Options are when a record is created, when a record is edited, when a record is created or edited, or when a record in deleted. Then ...
                                                                                                              • FAQs: Form Drafts

                                                                                                                This page covers everything you need to know about managing form drafts in Zoho Creator, from configuration and access to troubleshooting integration issues and ensuring data privacy. What are form drafts and how are they useful? Drafts allow users ...
                                                                                                              • Set form workflow properties

                                                                                                                To set workflow properties: Click on a Workflow Name in the Form workflows page. Select the Properties icon in the top-right corner of the screen. The Workflow Properties window will slide in from the right. You can make changes to the name of the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources