Configure schedule to run on a date field value | Zoho Creator Help

Configure schedule to run on a date field value

To configure a schedule:
  1. Click the + (Add) icon in the header strip.

  2. Select Workflow from the Create New Component window:

  3. Select On a scheduled date.

  4. Navigate to the Choose a Date Field tab.

  5. Select the form and field based on which you want to run the schedule.

  6. Define when to Run the process:
    • Always is selected by default
    • Select on condition, then set the required criteria

  7. Choose when you want to execute the workflow:

  8. Set the time for the schedule.
  9. Select the interval for the schedule:

  10. Choose the End Date Field. The dropdown will list all the date fields in the form.

  11. Choose the Execute workflow until. The dropdown will list options available.

  12. Name the workflow.
  13. Click Create Workflow. You'll be taken to the workflow builder.
  14. Click Add New Action:

  15. The Add New Action window will slide in from the right. Set the condition and choose the action type from here.

Related Topics

    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

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              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

                                                                                          • Configure schedule to run on a specific date and time

                                                                                            To configure a schedule: Click the Add(+) icon in the header strip. Choose Workflow from the Create New Component window. Choose the On selected date in the next window. Click the Start date and time field to select the date and time. Choose the ...
                                                                                          • Schedule a monthly email with report as pdf

                                                                                            Requirement Schedule a monthly sales report to the sales manger in a PDF with stats on achieved sales versus target for the month. Use Case A sales management app records sales activities and numbers to track the performance of its sales team and the ...
                                                                                          • Configure field value in form workflows

                                                                                            To configure set field value action: While creating a new workflow choose the Field rules option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator executes ...
                                                                                          • Configure email notification to run on a scheduled date and time

                                                                                            To configure an email notification action: Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator executes the action for all records by default whenever there is an activity on the form. You can run the ...
                                                                                          • Understand date field

                                                                                            The date field enables your users to enter a date value. They can either use a date picker or type the required date value. The date field displays the date as per the date format and time zone set in your app's settings. Below is how a date field ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            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