Form Workflows
Configuring integration actions for form workflows
What does this page cover Learn how to configure integration actions in form workflows to integrate and add records with services such as Zoho CRM, Zoho Recruit, Salesforce, and QuickBooks. Before proceeding, ensure you have a comprehensive ...
Configuring data access actions for form workflows
What does this page cover Learn how to configure data access actions in Zoho Creator form workflows to add a new record, modify or delete an existing record in any form in your application. Before proceeding, ensure you have a comprehensive ...
Configuring Deluge script for form workflows
What does this page cover Learn how to configure Deluge script actions in form workflows to run custom logic and handle advanced operations using Deluge. Before proceeding, ensure you have a comprehensive understanding of form workflows and how to ...
Configuring notification actions for form workflows
What does this page cover Learn about the notification actions in form workflows and how to configure them to send alerts via email, SMS, push notifications, display success messages, or redirect users to a URL. Before proceeding, ensure you have a ...
Configuring field rules for form workflows
What does this page cover Learn about the actions that can be configured in field rules of form workflows to control field behavior, such as showing, hiding, enabling, disabling, or setting field values. Before proceeding, ensure you have a ...
Form workflow actions
What does this page cover Learn about the various actions available in form workflows and how to configure them effectively. Before proceeding, ensure you have a comprehensive understanding of form workflows and how to create them. Availability ...
Manage form workflow dashboard
A form workflow dashboard provides you with the overall perspective of form workflows in an application. This organized dashboard with its structured set up enables easy identification of your form's workflows, their actions, their status, and other ...
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 ...
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: Choose the On ...
Understanding 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 ...
Understand record event in form workflow
When you create a workflow to be trigged while using a form, you need to specify the event of record at which the workflow has to run. There are four events that occur in a record when a workflow can be run. They are: When a record in created: The ...
Creating and managing form workflows
What does this page cover Learn how to create and manage form workflows in Zoho Creator automated actions triggered by user activities on a form via record events(such as create, edit, or delete) and form events(like form load, field input, form ...
Understanding form workflows
In a nutshell Form workflows are automated actions triggered by user activities on a form, such as creating, editing, or deleting records, collectively referred to as record events. These workflows are further fine-tuned by form events, which specify ...