Triggers
In Zoho Tables, the "Trigger" section of automation specifies the event that will cause the automation to run.
Zoho Tables offers three types of triggers now. They are:
Let's try to understand the nitty-gritty details of each trigger in specific:
a) When a record is created
This trigger runs the automation whenever "a new record is created" to a table.
For example, You want to inform the Event Manager via email every time a new speaker (new record) is added to the table: "Speakers" under the base "Event Tracker".
Choose the trigger
From the list of conditions choose "When a record is created" and select the table "Speakers" - where you want the automation to look out for the new records.
Choose the trigger gif
Add an Action
After choosing the trigger, Select +Add Action and choose "Send Email".
Enter your event manager's email ID, subject line & custom message.
Add an action gif
Note: Ensure that you enable automation to complete the process.
See it in action
In the below GIF, you can see the output of the automation.
Automation output gif
b) When a record is updated
This trigger runs the automation whenever a record is updated in a table and matches a specific condition in your table. You can specify which fields in the record need to be checked for updates. You can select multiple fields or even all the fields.
For instance, you intend to send an email to the event manager "when a record is updated with an invoice copy uploaded" under the table: "Expenses".
Choose the trigger and customize the condition
In this case, choose the trigger "When record is updated". Select the table "Expenses" and the field name "Invoice" that needs to be monitored. Choose the condition as "is not empty".
Choose the trigger gif
Add an Action
Now, click + Add Action & select Send Email.
Enter your event manager's email ID, the subject line & custom message.
Add an action gif
Note: Ensure that you enable automation to complete the process.
See it in action
In the below GIF, you can see the output of the automation.
Automation output gif
FAQs
1. Does automation triggers work on formula fields?
Ans. Right now, Zoho Tables does not support automation triggers on formula fields.
2. Why does the trigger “When record is updated” and “When record is created” work even before we finish editing all the fields?
Ans. Zoho Tables is trying to find a solution for this. For now we suggest users to create additional trigger conditions for the fields that need to be filled in before the trigger sets off.
3. Will a record be updated if we use a form to submit data?
Ans. The record will not be created/updated if we use a form to submit data. We are working on this functionality and it will be released as a separate trigger in the future.
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