Report workflows
Configuring integration actions for report workflows
What does this page cover Learn how to configure integration actions in report workflows to connect and add records with services such as Zoho CRM, Zoho Recruit, Salesforce, and QuickBooks, Before proceeding, ensure you have a comprehensive ...
Configuring data access actions for report workflows
What does this page cover Learn how to configure data access actions in Zoho Creator report workflows to add a new record, modify or delete an existing record in any form in your application. Before proceeding, ensure you have a comprehensive ...
Configuring Deluge script actions for report workflows
What does this page cover Learn how to configure Deluge script actions in Zoho Creator report workflows to run custom logic and handle advanced operations when users interact with custom action items in a report. Before you proceed, ensure that you ...
Configuring notification actions for report workflows
What does this page cover Learn about the notification actions in report workflows and how to configure them to send alerts via email, SMS, push notifications, display success messages, or redirect users to a specific URL when user interacts with the ...
Managing report workflows
What does this page cover Learn how to manage the workflows associated with actions items in your Zoho Creator application reports to edit, enable, disable, and rearrange actions configured in the report workflows. Before proceeding, Make sure you ...
Understanding report workflows
In a nutshell Report workflows allow you to extend the functionality of reports by associating custom action items with them. These action items can be accessed directly from the quick view and detailed view in the report’s live mode. When a user ...