Updates in Workflow rules: Retry failed actions from workflow reports

Updates in Workflow rules: Retry failed actions from workflow reports

Dear All,

We have some interesting updates in the workflow reports!

Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow reports. These reports display insights on the number of records that underwent the automatic action, gives statistics for each action like number of emails that bounced or number of records that failed a field update, successful execution of functions etc. This helps to understand the efficiency of a rule and rectify issues that may hinder an action from taking place.

To see the list of failed actions and retry the automation for those failures, significantly reduces the manual work, and we are delighted to offer the options.

Let's see them in detail.

View the failed actions on the Failed insights page
Earlier, the workflow report would show whether a particular action was successfully executed or not. Now, we are providing further insights on failed actions. The failed insights page lists the actions that failed to execute. And by clicking on the count, you can view emails that bounced, webhooks, etc., that failed.

For example, if there are 3 bounced email notifications for a particular workflow rule, by clicking on the failed count, a list view will display the actions which failed, with reasons for its failure and its associated records, so that admins can rectify the cause of the failure in the record and retry them.

P.S.:
These failed actions of records are listed to retry for only 7 days since the failure.
Detailed report of a failed action
Workflow actions can sometimes fail due to input errors or technical glitch. To know more details about the failed actions and act upon them, further insights are provided.
  • Record name
  • Failed email or failed function, and failed webhooks
  • Reason for failure
  • Option to manually retry the failed actions
  • Number of retries performed
  • Date and time on which the action failed initially
  • Record details such as phone number, email address etc. 
P.S.:  The Failure insights are displayed for all failed actions. However, the retry action is only supported for email notifications, webhooks, and custom functions. 

Retrying the workflow action
Once the failed actions are known and the cause for the failure is rectified, you can retry the action. Retry can be performed for individual actions or for multiple failed actions.

While retrying, we provide the following options:
  1. Retry with previous or new values: In case, certain values have been modified in the record then you can retry with old or new values. For example, the email can be sent to the new email address or the old one. 
  2. Perform Workflow condition check before retrying: Once the value preference is selected, an option to perform the workflow rule on the action is provided. If the option yes is selected, then the workflow condition will be checked again before retrying and will proceed with retrying only if the condition is met. If the option No is selected, the retry action will proceed without re-checking the workflow rule. 
  3. Exclude actions from retrying: There is an option to exclude retry on failed actions. For example, if Bob Brown has unsubscribed, then while performing bulk retry, the relevant actions of record can be excluded or if you have followed up on a lead personally, after the record action failure, then you can exclude the record action from retry to avoid sending an old campaign to the lead. The exclusion will prevent other users in the organization from retrying the action on that record in the future. While excluding, the reason for exclusion must be mentioned.
  4. Include the excluded actions: If you have excluded an action by mistake or if the lead has subscribed again, you can include the previously excluded action to retry.
Who can perform the retry action?
CRM admins or users with Manage Automations permission can retry failures. For those users, who do not have the access to a module, will not be able to see the records, but can view failure insights like failure reason, failure time, and retry count.
P.S.:
  • The retry action limit is capped up to 5 retries, exceeding which, the actions will be locked from further retries.
  • The retry option will be available only for Enterprise and Ultimate editions.
UI enhancement in Workflow Rules
Along with the update to workflow reports, we are modifying the sequence in which the rules and reports are accessed. 
Earlier, If any of the configured workflow rules is opened, the configuration appears first and to view the usage report, the user has to click the view usage option from the bottom right. Also, the options like Clone, Deactivate, and Delete were all options under the ellipses.


Now, in this update, we have changed the flow such a way that when a user clicks on a configured rule, the workflow reports (The Workflow usage reports is renamed as workflow reports) appears first with the insights and statistics. This enables the users to evaluate the rules' performance first, check on the failed metrics and then view/ edit the rules by clicking on the View Configuration button. In the rule configuration page, options like Clone and Delete remain to be under the ellipses on the right side of the page, while the deactivate option is designated a button outside the ellipses.


That's all about the workflow update. For more details kindly refer to the help doc.

Thank you and have a good one!

      • Recent Topics

      • Consultant-Only Booking Page

        Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

      • Start Workflow from Deluge Script

        I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

      • Request for Auto PO - Min–Max based Automated Purchase Feature

        Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

      • Masters in UK – Experiences, Universities, and Career Outcomes

        This forum discussion is for students who are planning or considering a Masters in UK and want to gain practical insights beyond official university websites. The UK attracts international students due to its globally recognized universities, diverse

      • Export your notes from Notebook!

        Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

      • Prepopulating Fields

        Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

      • Unable to sort as Descending order

        Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • Can I change the format of the buttons in the email templates?

        Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

      • issue with deluge script

        i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

      • Introducing LinkedIn Apply Connect for Zoho Recruit

        Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

      • Recruit paid support?

        Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

      • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

        We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

      • Ticket Status email

        Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Holidays

        Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

      • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

        I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

      • Future Orders - Due Date

        Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

      • Introducing Withdrawal Reasons for Offers

        We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • GPS tracking only or Check out facility

        Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

      • HTML Tags added to Reports with Notes

        Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.

      • In App Auto Refresh/Update Features

        Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

      • Appraisals on Employee Information Profile

        Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

      • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

        Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

      • Kaizen #220: Actions API - Webhooks APIs - Part 2

        Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

      • Standard Payment Term is not pulled from account to quotation

        Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

      • Canva Integration

        Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

      • Manage your invoices from Bigin's mobile app (iOS)

        Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

      • HubSpot CRM to Zoho Creator Integration

        I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

      • Accessibility controls and multilingual captcha authorization for Help Center users ​

        Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

      • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

        Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency

      • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

        La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

      • Zoho Desk Limitations

        Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

      • Item/service subtotal

        Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

      • Converting Sales Order to Purchase Order

        Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in

      • how to Solve Conflict Invoices in Zoho POS

        Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

      • Copy, Paste, Highlighted text

        when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

      • Next Page