Understand form workflows | Zoho Creator Help

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 record in the form
  • Edited - Edit an existing record in the form
  • Deleted - Delete an existing record in the form

A form can have multiple workflows that get triggered when the above mentioned activities are performed. There needs to be a sequence for the workflows to be executed one after the other. So, the workflows get executed in the order of creation. Let's assume you have created three workflows in the following order:

  1. When the form is created.
  2.  When the form is created or edited. 
  3. When the form is edited.

The first workflow (when the form is created) is executed first, followed by the second and third workflows. 

Actions

You can create a form workflow and associate actions. The workflow is triggered when there is an activity on the form, and the associated actions are executed.

Let us assume the form workflow is to create a new lead in your CRM account when visitor information is added to Creator. In this workflow, adding visitor information is the form activity which in turn triggers the creation of a new lead in CRM. Similarly, you can create form workflows by specifying the form activity and add the action to be executed. There are five action types that you can associate with a form workflow. They are:

Action types Action
Notification
  1. Send Email
  2. Send SMS
  3. Send Mobile Notification
  4. Show Success Message
  5. Redirect to a URL
Field Actions
  1. Hide fields
  2. Show fields
  3. Enable fields
  4. Disable fields
  5. Set Field value 
Data Access
  1. Add record
  2. Update record
  3. Delete record
Integrations
  1. Push data to Zoho CRMx
  2. Push data to Zoho Recruit
  3. Push data to Salesforce
  4. Push data to Quickbooks
Custom Action
  1. Trigger custom action on form load
  2. Trigger custom action on form validation
  3. Trigger custom action on form submission  

    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









                                        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 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 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 ...
                                                                                                          • FAQs:​ Create Form

                                                                                                            This page covers creating forms and utilizing templates to import and integrate data sources, allowing you to duplicate forms effortlessly and integrate with other services seamlessly. How do I create a form from scratch? To create a form from ...
                                                                                                          • FAQ: Stateless Form

                                                                                                            This page covers essential insights on Zoho Creator, including stateless form creation, optimized workflows linked to submissions, and the seamless process of creating forms without reports. What are stateless forms in Zoho Creator? Stateless forms ...
                                                                                                          • FAQs: Components of Form

                                                                                                            This page covers essential aspects of Zoho Creator, including fields and buttons, themes, form sections, label placement, review and access properties, and how to customize field names for optimal workflow management. What are the basic components of ...
                                                                                                            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