Creating and managing form workflows | Zoho Creator Help

Creating and managing form workflows

To create new form workflow:
  1. Click the Workflow button at the top to navigate to the workflow dashboard.

  2. Click the Create Workflow button.

  3. Select the On a form event option to specify when you need to trigger the workflow.

  4. Choose the required Form.

  5. Select one of the following to determine the Record Event :
    • Created
    • Edited
    • Created or Edited
    • Deleted
  6. Select required Form Event.

  7. Enter Workflow Name .

  8. Click the  Create Workflow button. The workflow builder will appear.

  9. Click Add New Action. The actions associated with the chosen form event are displayed.

  10. Select the required action and add it to the workflow.
  11. Click Done to exit the workflow builder.

  12. The created workflow will be displayed in your form workflow dashboard.


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