Trigger workflows manually in Zoho Support

Trigger workflows manually in Zoho Support

You can now apply workflows to a request manually to trigger actions associated to it. On applying a manual workflow you can send e-mail alerts, assign tasks and update the values of the request fields. A manual workflow, unlike the automated would not check for criteria while being applied to a request. 

Configuring Manual Workflows

You can set a workflow rule to be applied manually. Both existing and new workflow rules can be configured for manual application to a request.  

 

To set a workflow for manual execution, 

• Goto  Setup > Advanced > Workflow Settings > Workflow rules 
• In the Workflow Rules page, you can either click New Rule to create a new workflow rule or Edit an existing rule. 
• In the following page, under the heading Execution Trigger check "Execute when Support rep invoke this workflow manually”.   

This would allow your support reps to manually apply this workflow to a request. 

Applying Manual Workflows

You can apply a manual workflow to a request from the request's detail view.

 

• In the request detail view click Apply Workflow located in the subject bar. This would list the work flows enabled for manual execution.
• Choose a workflow rule to be applied and you would be confirmed with a message that the rule has been applied. 

Please note that the ‘Apply Workflow’ option would be displayed only when at least one workflow has been configured for manual application. 

Tracking  Manual Workflow in History 

The workflow rule applied to a request can be tracked in the history of a request. The history would display the related tasks and alerts applied as per the workflow.  

Try this feature in Zoho Support and e-mail your feedback to support@zohosupport.com