Understand record event in form workflow
- When a record in created: The workflow is triggered at the event of creating a record
- When a record is edited: The workflow is triggered at the event of editing a record
- When a record is created or edited: The workflow is triggered at the event of creating or editing a record
- When a record is deleted: The workflow is triggered at the event of deleting a record
Your choice of record event will have a direct effect on the form events that you could select from. The form events are displayed based on the type of record event that you select. Certain types of form events are made available for certain record events only. This preserves the logic of the workflow by narrowing down to form events and associated actions that will cater to the selected record event.
Related Topics
- Understand form workflows
- Create form workflow
- Understand form event
- Set criteria
- Set workflow properties
- Manage form dashboard
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
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 ...Creating and managing form workflows
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. ...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 ...Understanding on success action
The actions that you define in the On success event will be executed when a new record is successfully submitted to the database or when an existing record is updated or deleted from the database. Different actions like Notification, Data access, ...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 ...