Understand schedules | Zoho Creator Help

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, email data of the report as attachments, send meeting details to employees, installation reminders to the customers after product delivery, birthday wishes, project deadlines based on the date fields in your form. Also, you can fetch information from other services, such as tracking event attendee information from third-party apps every week, update lead information in the CRM system periodically etc.  

There are two instances in which you can trigger a schedule in Zoho Creator. They are:  

  • On a specific date and time - Execute the workflow on a specific date and time
  • On a date field in the form - Execute the workflow based on the date field in your form

You can create a schedule and add actions to it. When the schedule is triggered, it invokes the associated actions. Additionally, you can set criteria to run the action only for selected records in your form.

The actions that you can perform on a schedule are listed below:

  • Email and SMS notification: Send email or SMS notification on a scheduled date. Learn more
  • Data access: Add, Update or Delete a record in a form based on a scheduled date.
  • Custom action: Predefined actions solve the requirement in most cases. Regardless, there are situations where you can write scripts to perform a task. Learn more

Note:

For records inserted using Deluge script the schedules will be triggered but the On Success scripts will not be triggered.

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










                                    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 Connectors

                                                                                                        Overview Connectors allow Zoho Creator applications to communicate with third-party services. It contains the properties required to connect to a particular service and reduces the complexity, thereby, establishing a secure connection. Let us ...
                                                                                                      • Understand Operations

                                                                                                        Overview Operations helps to manage various functions for the Solutions and their components efficiently from one place. These operations can be used to perform actions such as backing up your data, enabling troubleshooting to resolve issues, or ...
                                                                                                      • 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 application IDE

                                                                                                        This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Application IDE (Integrated Developer Environment) displays the skeletal framework of Forms, Reports, Pages, Schedules, and ...
                                                                                                      • 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 ...
                                                                                                        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