How to Create a Custom Workflow in Zoho Creator

Zoho Creator allows you to automate actions using custom workflows, helping you streamline processes and improve efficiency. Here’s a step-by-step guide to creating a custom workflow in your Zoho Creator application: 

 

Step 1: Access the Application 

• Log in to your Zoho Creator account. 

• Open the application where you want to create the workflow. 

• On the top-right corner, click on the “Edit this application” button. 

 

Step 2: Navigate to the Workflow Section 

• Once you’re in the edit mode, you’ll see three main tabs at the top center of the screen: 

• Design 

• Workflow 

• Settings 

• Click on the “Workflow” tab. 

 

Step 3: Create a New Workflow 

• On the top-right corner of the Workflow section, click on the “+ New Workflow” button. 

• A new page will open with the heading: 

“Run workflow on any event in the form”. 

 

Step 4: Configure Workflow Details 

You will be prompted to fill in the following fields: 

1. Choose Form – Select the form where you want the workflow to be applied. 

1. Run when a record – Define the record event (e.g., Created, Edited, Deleted). 

1. When to trigger workflow (Form Event) – Choose when the workflow should be triggered (e.g., on form load, user input, or form submit). 

1. Name the Workflow – Give your workflow a meaningful name. 

Once all the details are filled, click “Next” to proceed. 

 

Step 5: Add Actions 

• On the next page, click the “+ New Action” button. 

• Under “Run this action”, you’ll find multiple options for configuring your workflow actions, including: 

• Hide Fields 

• Show Fields 

• Enable Fields 

• Disable Fields 

• Set Field Value