Workflows for Timesheet

Workflows for Timesheet

Good day,

 

Any way to have timesheet as triggers?

I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger.

Basically, I would like to trigger something upon timesheet approval.

Right now, the only way to do something like this would be to have something a schedule run each day to grab those.

Just wondering why it’s not available.



      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

        • Recent Topics

        • Enhanced Sign-in UI and OTP-Based Password Reset for Portals

          As of 5th December, 2024, we are introducing enhanced sign-in interfaces and One-Time Password (OTP) based verification for password reset in an effort to improve security and stream the user journey across all portals. What's changing New Interface for
        • Zoho Forms to CRM Lookup Field

          Hi There, We have a public link for our stores to complete a daily safety audit, we used to be able to link Zoho Forms into CRM and connected related modules however don't seem to be able to get it to work. Zoho Forms has a drop down of the store listings - as this is a public form the CRM function doesn't work When the form is completed I want to integrate into a custom module (Safety Audit) with one of the fields a lookup field (Store) that links to another custom module (Store Listing) Is there
        • Rescheduling service appointments

          I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?
        • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

          ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
        • Enhanced duplicate management and unified approvals in Forms

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designed
        • Improve Collaboration and Communication with Mass Comments

          Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they are
        • Zoho Books - Baixa como Remissão - Status = Pago

          Ao Baixar uma fatura como Remissão (Prejuízo) o Zoho coloca o status como Pago. Quero dar baixa em algumas faturas pendentes (Cliente que não vai pagar), mas quando faço isso, o status das faturas aparece como "Pago". Claramente, esse não é o caso e preciso
        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
        • Is it possible to do validation for the Actions added to Reports?

          We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does
        • Deluge Count Function for Subform is it supported

          Hi This var1 = count(SubForm_1[ID!=0 ]); Gives the error Form SubForm_1 does not exist in this application Is there a syntax mistake or is it no supported in such a manner
        • BUG do APP IOS do Zoho Mail

          Olá, Percebi que quando abro um anexo no APP IOS do Zoho Mail não existe um botão de retorno à caixa de e-mail. Tenho que fechar o aplicativo e abrir novamente. Vocês já mapearam isso? Existe algum botão que não vi? Abs Marco
        • Introducing advanced statistics for TikTok and other Social enhancements

          Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better
        • Bigin Calendar view - set Monday as first day of week

          Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? Antonio
        • Create list dropdown of all form names

          Hi everyone, Can i create dropdown list by all form names? Thank you
        • When Field not empty -> Mandatory subform entry

          Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns are
        • Multiple products per account issue

          We are currently looking to move to Zoho CRM from another package.  I have a need to be able to track multiple lines of the same product for an account.  For instance, we track the product (concurrent user license) for every time a customer orders an
        • Zoho Sites "pages" management page

          I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
        • Zoho und die Art, Dinge zu tun

          Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt
        • Missing users in CRM workflow notification and "share with zoho cliq"

          Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As
        • Zoho mail account not active

          Hello, i'm trying to login to zoho mail but it sends a error message saying my "account is not active". What should i do to fix this out? Thanks Regards
        • Is it possible to have conditional pages?

          We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?
        • Zoho Connect Ultimate in Zoho Workplace bundle ?

          Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey
        • Sync info from Accounts to Deals in Zoho CRM

          Hey! How do i set it up so that the data i put in the account automatically syncs to the deal that i create from the accounts page?
        • How can i download zoho meeting transcription by api ?

          I am using this api to get transcription download url https://meeting.zoho.com/meeting/api/v2/%7Bid%7D/recordings.json I tried to download using transcriptionDownloadUrl in response, but I got 403 error. Is there any endpoint to download it or any scope
        • Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • How to move recors from one custom module to another custom module

          Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.
        • Creating a Workflow to add Meeting on Calendar

          I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?
        • User Name in Zoho Cliq Not Updating Across Apps?

          We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
        • Can Zoho do these tasks? (Long post!)

          Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontal
        • Social Links

          Love the social links at the top of the candidate and contact screen in Recruit - a few suggestions: - implement this in CRM too - would be valuable too - photo - take the photo from the first social profile and use that as the profile photo for the candidate/contact - have the social profile urls to be available to view in the main profile - not hide the data Thanks!
        • Starting new; I already see sample data and customers; it is confusing

          Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer or dashboard data. How do I start clean
        • Zoho Developer V6

          HI to all Zoho Creator Developers This is a discussion for those of us who have begun using V6 developer accounts. With V5, in the instances where a update pulication failed, you could see where the fail was and almost self-diagnose the fix and republish.
        • Peppol Malaysia API

          Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
        • 【Zoho CRM】メール機能に関するアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。
        • Application Menu

          Dears, Just a little bit pushing on this :D. Really hope this is going to be released soon.
        • Zoho CRM App - Links

          Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
        • Notebook, colors on fonts disappeared

          Woke up this morning and all my color was gone. I have a note in which I change the font color on certain items to make them stand out. All that color is gone. Tried looking at past versions. Nope. Gone. Now I have to go through the equivalent of 20 pages
        • Map Contact to Account record based on email domain

          Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com
        • Question about on User input workflows

          In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user
        • Error using new beta Import functionality with custom module

          I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I
        • Next Page