How to use Automation?

Let's look into how you can use Zoho Tables Automation:

Setting up Automation

To set up Zoho Tables Automation, follow these steps:

1. Open the base that you want to automate.

2. Click on "Automation" at the top right corner of the page.

3. It opens up the automation set up panel to Click the "+ Create New" button.

4. In the "Trigger" panel, choose an event of your choice that will trigger your automation. For example, you can choose to trigger the automation when a record matches a condition in the table.

5. Click + Add Action to open the "Action" panel and choose the action you want to perform when the trigger sets off. For example, you can send an email every time a record is updated in the table.

6. Configure the details of your action For example, if you choose to send an email, you can specify the recipient's email address, subject line, and content of the email.

7. To rename your automation click on the 3 dot icon next to the automation name and select Rename Automation.

8. Toggle on the "Active" button at the top right to activate your automation.

After you have set up your automation, your automation will execute the action whenever the trigger event occurs.

You can also edit or delete an automation by clicking on the same "Automation tab" and making the desired changes.

FAQs

1. Will automation work when no base is open?

Ans. Currently, the automation will only be executed when the base is open.

2. Will automation work when the creator of the automation is removed?

Ans. Yes, the automation will work even if the creator of the automation is removed from the base.

3. Will automation run for the past records?

Ans. No, automation will not work on records that were made before the automation was set up. It will only work on records that are populated after setting up the automation.

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