## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-de/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I apply new workflow rules to existing transactions?

Workflow Rules are not applicable to existing transactions. They consist of a set of actions that will be executed only when a particular criteria is met, starting from the moment the workflow rule is created. For a workflow rule to be triggered while editing, the trigger for the workflow must be event based instead of date based and the option selected as ‘Created or Edited’. Here’s how:

*   Go to **Sales/Purchases** on the left sidebar.
*   Select a module for which you want to apply the workflow rule.
*   Select a transaction.
*   Click **Edit**.
*   Click **Save**.

**Note:** For a workflow rule to be triggered while editing, the trigger for the workflow must be event based instead of date based and the option selected as **Created or Edited**.

**Insight:** Workflow rules will not be applicable to transactions imported into your Zoho Books organization. You need to edit those transactions for the workflow to apply to them.