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.
Yes
No
Thank you for your feedback!