Configure custom actions in schedules | Zoho Creator Help

Configure custom actions in schedules

You have to create a workflow before configuring the custom action. Refer this section to learn more about configuring a schedule.

To configure a custom action:

  1. Click the Add New Action block.
  2. Choose custom action. The Deluge script builder will open.
  3. You can drag and drop the required Deluge tasks to the code editor area. The syntax of the task will appear. You can replace the syntax with the application logic using the autocomplete feature.
  4. Additionally, you can refer the field deluge names and functions directly from the code editor. To refer,
    • Click the Refer Fields link in the top-right corner of the screen. The App tab will appear with the field deluge names for the fields in the form. The field deluge names across all the forms in your applications can be directly referred from this section instead of navigating to the respective field properties in the form builder.
    • You can change the application and form name to view the respective field deluge names.
    • Mouse over a field name and select copy to copy the field deluge name. You can paste the copied name anywhere in the script builder.
    • You can switch to the Function tab to refer the predefined functions across applications and namespaces. These functions can be referred in the script while defining the action.
  5. Click Save.
  6. The configured custom action will be displayed in the actions list.
  7. Click Done in the top-right corner of the screen.

Related Topics

    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









                                            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 schedules

                                                                                                                Schedules let you create timed actions without any user input. These timed actions can be executed periodically based on the date and time values present in your form or on fixed date and time. You can set up a schedule to send automated emails, ...
                                                                                                              • Disable Custom Actions after n times

                                                                                                                Requirement  A custom action on a report has to be disabled after it is triggered three times. Use Case  We have an app to maintain customer invoices. After an invoice is created, the staff can email the invoice to the customer with the click of a ...
                                                                                                              • Configure Schedules Based on a Date Value

                                                                                                                1. What Does This Page Cover? Learn to configure and manage schedule workflows that can be periodically executed on a specific date and time. 2. Availability Form-based schedules can be created in all plans of Creator, while custom schedules can only ...
                                                                                                              • Understand custom action in schedules

                                                                                                                Zoho Creator provides a collection of predefined actions that can be configured directly from the Workflows section. Although the list of actions that exist in the workflows section is extensive, it is nevertheless finite. In some cases, you may have ...
                                                                                                              • Display custom action button for specific records

                                                                                                                Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                                                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