ZOHO CRM – trick for triggering workflow on imported records

By July 31, 2018No Comments

If you’re an avid workflow user and record importer, then you know the hardship of not being able to trigger workflow on imported records, even if they meet the criteria of a workflow rule.  Here’s a little work-around that you can use to run workflow on imported records…

  • Step 1 – create a simple checkbox field, “import”
  • Step 2 – include a criteria item in your workflow rule that “import is selected”
  • Step 2 – import your records – WITHOUT the new import field checked
  • Step 3 – Create a “view” or “filter” that will give you the list of records you just imported (you can use a tag, or use created date)
  • Step 4 – Select all the records in this view/filter by checking the box at the top – be sure to click “select all records in this view” link at the top if there are more than 100
  • Step 5 – Click Mass update and select the new import field from the drop down and check it, click save.

Your workflow will now be triggered!


Suzanne Kirkland

Author Suzanne Kirkland

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