Manage form workflow dashboard | Zoho Creator Help

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 details. The workflows are grouped under their respective forms. The dashboard also captures the record and form event for which the workflow is created. 

By default, the workflows are listed by the their time of creation. If required, you can change the order of execution of the workflows within a form event. To rearrange the workflows, you need to drag and drop them based on your requirements.


Components of form workflow dashboard
  1. Workflow: The workflow dashboard will load when you click on the Workflow section in the header strip. 
  2. New Workflow: Create a new form workflow using the New Workflow button. This will lead you to the form workflow's creation screen.
  3. The workflows are grouped and listed under separate tabs based on the instances in which they occur. You can switch tabs to view and edit the workflows in the respective sections.
  4. Search: Search for workflows using Workflow Name, Form, or Actions. Type in one of the key words in the search bar to drill down to the required workflow.
  5. Form Name: Use the left navigation pane to select the form based on which the workflows need to be displayed. The forms are sorted into forms with workflows and forms without workflows.
  6. Form Event: Click the arrow beside the left pane to view the Form Events. Form Events are further categorized into Record Events. Click the down arrow for each record event to view the respective form events. For instance, if you click Load of a form, the workflows for that form event is displayed along with the number of actions in the workflow, status of the workflow, and the date of creation.
  7. The workflows are listed based on the record event on which they are triggered.
  8. Click on the workflow name to navigate to the workflow's edit screen. You can view, add, and edit the associated actions.
  9. The number of actions associated with a workflow is shown here. Mouse over the text to see the action information.
  10. Enabled/Disabled: Toggle the Enabled/Disabled switch to enable a workflow or disable the same workflow. This allows you to temporarily suspend that workflow from being executed.
  11. The date of creation of the workflow will be displayed.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          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


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  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 Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now








                                                                                                                          • Related Articles

                                                                                                                          • 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 ...
                                                                                                                          • Create new form workflow

                                                                                                                            To create new form workflow: Click the Workflow button at the top to navigate to the workflow dashboard. Click the Create Workflow button. Select the On a form event option to specify when you need to trigger the workflow. Choose the required Form. ...
                                                                                                                          • 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 ...
                                                                                                                          • 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 ...
                                                                                                                          • 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 ...
                                                                                                                            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