Configure email notification to run on a scheduled date and time | Zoho Creator Help

Configure email notification to run on a scheduled date and time

To configure an email notification action:
  1. Click the Add New Action block. The Add New Action window will slide in from the right.

  2. Zoho Creator executes the action for all records by default whenever there is an activity on the form. You can run the action for selected records by setting criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.

  3. Choose the Notification action type.

  4. Select the Send Email action from the list.

  5. You can configure the email notification in the Send Email window.

  6. Specify the From/To address. You can also assign the admin/login user email addresses as the From address. To do this, mouse over the From/To address field and select the Zoho variable from the list.

    • zoho.adminuserid assigns the email address of the admin user
    • zoho.loginuserid assigns the email address of the login user
  7. Specify the subject and notification message. Insert Form field values dynamically in the Message field by selecting the required variable under the Insert Fields drop-down in the Message editor.

  8. Select the checkbox Include User Submitted Data to send the Form data in the email message. If Include User Submitted Data is selected, the record templates created for the Form will be displayed as a list below this option. You can select the required template and choose to send it as an inline content or as PDF attachments. If you have not created any custom record templates, use the Default Template to display the Form data in a simple table format.
  9. Choose the Content Type.
  10. Click Save.

    ​​

  11. 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





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                                                                              • Online Time Tracker

                                                                                                                This app is published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category - IT and Administration Vendor - Zoho Corporation Pricing - Free Overview Stay on track and boost productivity! As the ...
                                                                                                              • 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 ...
                                                                                                              • Insert records through email

                                                                                                                Requirement When an email is received, content from the email is extracted and used to create records. Use Case The HR team sends an email to shortlisted candidates. Candidates can reply to the email with details that are extracted and added as ...
                                                                                                              • Automate a mailer to a set of users

                                                                                                                Requirement Send season's greetings automatically to all the employees in an organization on the chosen day. Use Case In a typical employee management application, the Employees form will track employee details. Sending emails is the official way of ...
                                                                                                              • Configure send email action

                                                                                                                To improve email deliverability, we will be following an updated email handling policy, effective from September 19, 2024. This means that any public and unauthenticated custom domain email addresses cannot be used as sender addresses in send mail ...
                                                                                                                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