Schedules

Custom Schedules

Schedules are automated user-defined actions, which can be performed through custom functions either at a particular time or on a recurring basis. User-defined actions enable creating unique scheduling situations that can be executed periodically based on your requirements.

You can now schedule a custom function such that it is executed automatically on a daily, weekly or monthly intervals.

Schedules allows to integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps. For example, using schedules you can

  • Periodically sync up your contacts with other applications
  • Push your CRM Data to your legacy system for data-back up purposes.
  • Alert the users about any idle leads or deals.

Availability

Profile Permission Required: Users with Manage Workflow permissions can configure schedules.

Create Schedules

To create a custom schedule

  1. Click (the Settings icon) > Setup > Automation > Schedules.
  2. Click Create your First Schedule.
  3. In the Create New Schedulepage, do the following:
    • Enter a name and description to the Schedule for easy identification.
    • Now choose the custom function to be associated with the schedule. You can write your own custom function using our Deluge Script Editor (powered by Zoho Creator) based on your requirements. The custom function will be executed automatically on the scheduled date, time and frequency. See also Choose Custom Function
    • Choose an Execution Start date and Execution time to which the custom function should be executed.
    • Set schedule frequency from the available drop-down list.
      You can execute the custom action either once or on a daily, weekly, monthly or yearly basis with specific date/time and recurring frequency. See also Set Schedule Frequency
  4. Click Save.

Set Schedule Frequency

You can set schedule frequency either once or on a daily, weekly, monthly, or yearly basis with specific date/time and recurring frequency.

To set the schedule frequency

  1. Choose the schedule frequency as either Once, Daily, Weekly, Monthly or Yearly, in the Frequency field. For example, if you choose to set frequency on a monthly basis, then the scheduled custom function will be executed on a monthly interval.
  2. Enable the Custom checkbox to run the custom action either on any specific day/month/year along with recurring frequency for your schedule. For example, if you choose to run the schedule every month, you can repeat the schedule on any specific day of the month.
  3. Use the Run Now option in the schedule configuration page to manually trigger the scheduled function whenever required. You are allowed to trigger the schedule manually only twice per day.

Choose Custom Function

Every schedule should be associated with a custom function. Using our Deluge Script Editor, you can write your own custom function and schedule it to execute periodically.
See alsoDeluge Script - Reference Guide.

Failed Schedules

All the failed schedules will be logged and displayed on the Failure tab of the Schedules configuration page. These data will be available as long as it is available on the CRM Audit logs. The failed scheduled actions will be retried ever 15 minutes from the failure time.

Edit Schedules

You can edit the existing custom schedules whenever required. Only the users with manage workflow permissions can edit schedules.

To edit a schedule

  1. Click (the Settings icon) > Setup > Automation > Schedules.
  2. Select the required schedule from the list and click the Edit icon.
  3. Edit and update the changes as per your requirements.

Delete Schedules

To delete a schedule

  1. Click (the Settings icon) > Setup > Automation > Schedules.
  2. Choose the required schedule that you want to delete and click the Delete icon.

Important Notes

  • Every organization can have only 10 active schedules.
  • You are not allowed to duplicate a schedule name.
  • The start date of a Schedule should not exceed 90 days from the current date.
  • Every schedule execution details will be logged in CRM Audit Logs.

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