Time-based Workflows
This Workflow triggers at the time you specify, either once or recurring.
User scenario
One-time workflow
Though active, the workflow will be triggered only once at that specified time. This action will be performed only once.
Recurrent workflow
Thus the contacts added to her mailing list every week will be pushed to Zoho CRM on Saturdays, till the workflow is kept active.
Create a time-based workflow
Once activated, the workflow will be triggered on the scheduled interval. You can pause and reactivate the workflow at any time.
Changing criteria pattern
The default criteria pattern is ”( ( ( ( ( 1 and 2 ) and 3 ) and 4 ) and 5 ) and 6 )” if you choose all six criteria. However, you can choose between the operators ‘And’ or ‘Or’ between the conditions. If you wish to change the position of the parentheses, click the link Change pattern to edit the pattern.
Use Case
You want to filter contacts by creating a view that displays all contacts from automobile industry who recently attended a trade show and whose location is either San Diego or San Francisco. When you specify this criteria using the Criteria Editor, the criteria pattern will be displayed as shown below:
The default pattern is (((1 and 2) and 3) or 4). However, the required pattern is ((1 and 2) and (3 or 4)). This modification can be made using the Change Pattern option.
Workflow reports
You can view reports for any active workflow.
The report will display a list of contacts on whom actions were performed and a list of those that were missed out, along with the reason they were skipped.