1. Managing report workflows

Report workflows in Zoho Creator allow users to execute custom actions directly from the live mode of a report using report action items. Workflows associated with these action items can be managed from the Report Workflow dashboard and the workflow builder.

The report workflows in Zoho Creator include the following manage options:

1. Navigating to the workflow builder of report workflow
2. Enabling/ disabling report workflows
3. Deleting report workflows
4. Report workflow properties
5. Rearranging the report workflow actions
6. Editing and deleting the report workflow actions criteria
7. Editing and deleting the report workflow actions

1.1. Navigating to the workflow builder of report workflows

1. Navigate to the Report workflows tab under the Workflows section in the edit mode of your application. All report workflows configured in the application are listed here, grouped by their respective form names.
   
2. Click the preferred report workflow to open the workflow builder.
   

Alternatively, you can also navigate to the workflow builder through the custom action item associated with a report workflow.

1. Navigate to the preferred report with the action Item in the edit mode of the application and select the Quick View or Detail View tab. Skip this step for Spreadsheet reports, as they only have a consolidated view where records are displayed in a spreadsheet format.
   
2. Select the Actions tab. You’ll see the default and configured custom actions organized into sections based on when each action is displayed.
   
3. Hover over the preferred custom action listed under the respective section and click the edit icon( ) .
   
4. Click edit workflow to open the workflow builder.
   

1.2. Enabling/ disabling report workflows

Note: Disabling the workflow will temporarily suspend its execution without deleting it.

1. Navigate to the Report workflows tab under the Workflow section on the edit mode of your preferred application. All report workflows configured in the application are listed here, grouped by their respective form names.
   
2. Click the Status toggle next to the preferred approval workflow to enable or disable it.
   

1.3. Deleting report workflows

1. Navigate to the Report workflows tab under the Workflow section on the edit mode of your preferred application. All report workflows configured in the application are listed here, grouped by their respective form names.
   
2. Hover over the workflow and click on the delete icon ()that appears to delete the workflow permanently.
   

1.4. Report workflow properties

1. Navigate to the workflow builder of the preferred report workflow.
2. Click the gear icon () icon in the top right corner of the workflow builder to open the Workflow Properties slider.
   
3. The following configuration can be managed from the Workflow Properties slider.
   
   1. Workflow name: Edit the existing workflow name to rename the approval workflow.
   2. On form: Displays the form on which the workflow is configured. This field is read only and helps you understand where the workflow is applied.
   3. Execute action for: Displays the configuration selected while creating the action item in the report, indicating whether the actions are set to run for each record or for a collection of records.
4. Click () icon to close the workflow properties pane.
   
5. Click Done to save and exit from the workflow builder.
   

1.5. Rearranging the report workflow actions

1. Navigate to the workflow builder of the preferred report workflow.
2. Hover over the action block or the action to reveal the drag handle icon().
   
3. Click and drag the drag handle icon in the action block to rearrange the action block entirely.
   

Alternatively, you can also use the left slider or directly click and drag the action block to rearrange.

4. Hover over an action within the action block, then click and drag its handle to rearrange the order of actions. You can also drag the action into a different action block to move it there.
   

1.6. Editing and deleting the report workflow actions criteria

1. Navigate to the workflow builder of the preferred report workflow.
2. Hover over the criteria on top of the action block to reveal the edit () and delete icons (). If criteria is not configured for the action block, only the edit icon will be visible.
   
3. Click on the edit icon () to open the Edit Criteria pop-up.
   
   1. Modify the existing criteria or add new ones, then click Save Criteria.
      
4. Click the delete icon () to remove the criteria from the action block.
   

1.7. Editing and deleting the report workflow actions

1. Navigate to the workflow builder of the preferred report workflow.
2. Hover over the action block to reveal the () and delete icons ().
   
3. Click the edit icon() or directly click on the action block to modify its configuration.
   
4. Click the delete icon() to remove the action block entirely.
   

2. Related topics

1. Creating and managing action items in report
2. Configuring notification actions for report workflows
3. Configuring data access actions for report workflows
4. Configuring integration actions for report workflows
5. Configuring Deluge script actions for report workflows