Workflow
Zoho Quartz is currently in its beta phase and available on an on-demand basis. If you’re interested in early access, please reach out to us at quartz-support@zohocorp.com.In a Nutshell
The Workflow page enables you to implement automation, streamlining your operations, and enhancing efficiency within your organization. By establishing rules and connections, you can automate various tasks and integrate Zoho Quartz with other Zoho or external third-party services. For instance, you can create a ticket in your helpdesk software whenever a new feedback is submitted in Quartz.
Availability
This feature is accessible to admins of the Quartz workspace. This feature is available across all DCs (US, EU, IN, AU, CN, JP, SA, and CA).
Overview
Zoho Quartz comes with powerful automation capabilities. You can set up rules to be triggered on defined events to perform specific actions in third-party tools. Zoho Quartz currently supports connections with the following services:
- Zoho BugTracker
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Mail
- Zoho Projects
- Zendesk
- Jira Cloud
Business Use Case
Let's assume you use Zoho Cliq for internal communication within your organization. By integrating Zoho Quartz with Zoho Cliq, you can set up automatic messages in your team's channels whenever new feedback is submitted. This keeps your team in the loop and enables quick responses to customer feedback, enhancing your responsiveness and service quality.
Working with Workflow
This section includes three primary components: Workflow Rules, Connections, and Workflow Logs, allowing you to manage and monitor your automated processes effectively.
Workflow Rules
To create a rule:
- Click the Create rule button in the Workflow page.
The rule can be of two types: Workspace and Project. Choose the required option. - You'll be taken to the Rule Details section. Here, provide the following
Rule Name - Assign a name to the rule.
Description - Provide a brief description of the rule’s purpose.
Execute When - Select the condition that triggers the rule. Project(s): When setting up a project rule, you can choose to apply it to all projects or limit it to specific ones as needed.
Click Next. - Under the Conditions section, determine when the rule should be activated. You can apply the rule to either All Cases or to Fields that meet specific conditions. If you choose the latter, you will need to specify the field, the operator, and the value to define the conditions that trigger the rule. Click Next.
- You'll be taken to the Actions section. Here, click Add action and configure the actions to be performed based on third-party tools, including Jira Cloud, Zendesk, Zoho BugTracker, Zoho Desk, and others.
Note: The actions that you can perform will vary based on each of the services. - Choose the required connection from the drop-down menu. If you need to create a new connection, simply click the New Connection button.
- Enter the action name and click Next.
- In the next popup, you can configure the actions to be executed on external or Zoho services. Additionally, you can utilize a variety of variables displayed on the left side for customization. These variables provide flexibility, allowing you to tailor the actions according to your specific needs.
Connections
Establish integrations with third-party or Zoho services by creating a connection. Connections are essential for performing actions in external services based on specific events that occur in Zoho Quartz. With seamless integration with various Zoho and third-party services, you can easily create connections to enhance your workflow.
To create a connection:
- Click Add Connection to get started.
- In the Select Application section, choose the service you wish to integrate.
- You'll be taken to the Create Connection page. Here provide the following information:
Connection Name: Provide a name for the connection.
Select Action: Choose the actions you want to include in the connection. You also have the option to include all actions. - You'll be directed to the Connection Authorization page, where you'll need to authenticate yourself with the appropriate credentials. Once done, your connection will be successfully created.
Workflow Logs
Workflow logs maintain a comprehensive record of all workflows triggered within Zoho Quartz. These logs capture essential details which provide valuable insights to monitor, troubleshoot, and optimize workflow performance.
In the Workflow Logs section, you can view the following information:
- Rule Name: The name of the workflow rule that was executed.
- Executed Time: The exact time when the rule was triggered.
- Time Taken: The duration it took to execute the rule.
- Status: The current execution status of the rule. It can be Queued, Failed, and Completed
You can also sort the workflow logs based on various timeframes, including:
- Past 30 days
- Today
- Yesterday
- Specific date.
- Custom range
Additionally, you can filter by execution status, allowing you to view logs categorized as All, Queued, Completed, or Failed.
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