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

      • sync views to sheet

        Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do

      • Is there an API to "File a Ticket" in Desk

        Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

      • Keyboard UX for Assemblies

        The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

        Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

      • Why can't I see images uploaded by other users in the Library for Campaigns

        We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

      • zoho sheet stuck

        I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

      • Tip of the Week #78 – Cut response time with multichannel shared inboxes

        If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies

      • Need a way to run a client script longet than 10 seconds

        By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

      • FSM Improvement Idea - Show an Import button when there is no data

        I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

      • Tasks Statuses

        Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

      • Add Lookup Field in Tasks Module

        Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (

      • Create New Tasks Layout in CRM

        I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!

      • Whatsapp Connection Status still "Pending" after migration

        Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

      • Using IMAP configuration for shared email inboxes

        Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Zoho Recruit Subscription

        Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.

      • Keyboard shortcut M key

        I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the

      • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

        We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

      • Ensure Consistent Service Delivery with Comprehensive Job Sheets

        We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

      • Bill automation in Zoho Books

        Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

      • Automatic Portal invite

        We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations

      • Marketer's Space: Why mobile optimization deserves a place in your email strategy

        Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

      • Enhancements in Canvas

        Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

      • Introducing Dark Mode / Light Mode : A New Look For Your CRM

        Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

      • ABN with Legal Entity Name

        Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto

      • Zoho Cliq not working on airplanes

        Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

      • Unify Overlapping Functionalities Across Zoho Products

        Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

      • Detailed Account Reports - Add Running Balance

        When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

      • Issue: Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

      • Pushover Notification Module

        Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable

      • Forward - no Ticket Number

        Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket

      • Checkout: Adding Images

        Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently

      • Sortie de Zoho TABLE ??

        Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

      • [solved] #original_sender trick not working for us

        Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

      • Next Page