Zoho People Workflow Set Up

Trigger Events

1. Action based events
   Workflows executed when actions are performed on form record such as create, edit, delete, update, approve, reject etc.
2. Date based events
   Workflow executed based on the specific date in the form such as Date of Relieving, Date of Birth, Date of Confirmation, Date of Joining etc.

Criteria

Actions

1. Email Alerts
   
2. Field Updates
   
3. Checklists
   
4. Webhooks
   
5. Custom Functions
   
6. E-Sign Flow

Create a Workflow for a form in a Service

1. From your home page, navigate to Settings > Select a Service > Automation > Workflows.
   
   
   
2. Click Add Workflow.
   
3. In the basic details section:
1. Select the form for which you would like to automate workflow.
   
2. Enter the workflow name and description.
   
   
3. The workflow status is set to Enabled by default, indicating that the workflow is active upon creation.
   
   
4. In the Trigger events section, select Action based events or Date based event that will trigger the workflow actions.
   
   The trigger events here represent the actions performed on the above selected form records. For date-based events, they represent the date fields in the form.
   
   
   
   
   
5. In the Criteria section, define the criteria to control the workflow process. You can set one or more criteria to meet the required conditions for triggering a workflow. You can leave the criteria blank to exclude criteria from the workflow.
   
   
   
   
6. In the Actions section, create or select one or more actions to be automatically triggered when the actions specified in the trigger event are performed. For more information on creating workflow actions for a form, refer to the following:
1. Email Alerts
   
2. Field Updates
   
3. Checklists
   
4. Webhooks
   
5. Custom Functions
   
6. E-Sign Flow
   
   
   
   
   
   To schedule the workflow trigger for a specific time, click Add Time-Based Action and define the execution time and workflow actions.
   
7. Click Add.
   The workflow actions will be automatically triggered when the trigger event occurs.

To view the success and failure status of the automated workflow actions, refer to the Workflow Logs.