Create new form workflow | Zoho Creator Help

Create new form workflow

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

  2. Click the Create Workflow button.

  3. Select While using the form 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 WorkflowName.

  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.


Related Topics

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              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 SalesIQ Resources



                                                        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

                                                                                          • Prefill content in a form based on another form

                                                                                            Requirement When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form. Use Case An order management app contains two forms: one to store suppliers' details, and the other to store the ...
                                                                                          • Manage form workflow dashboard

                                                                                            A form workflow dashboard provides you with the overall perspective of form workflows in an application. This organized dashboard with it structured set up enables easy identification of your form's workflows, their actions, their status, and other ...
                                                                                          • Create approval workflow

                                                                                            To create an approval workflow: Click the New Workflow button on the Workflows page. Choose Workflow from the Create New Component window. Choose During Approval Process option. Choose the form that you want to set the Approval process and name the ...
                                                                                          • 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 ...
                                                                                          • Create payment workflow

                                                                                            To create a payment workflow, Click the  Add New(+)  icon on the header bar. Note: You can create a new workflow by clicking on the  Add New  icon on the header bar or the  Create Workflow  button from the  Workflow  page. Select  Workflow  in 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