What Are Workflow Management Rules?

Workflow management rules provide an opportunity for companies to design their own business processes without the need for extensive programming expertise. These rules allow organizations to automate the process of completing tasks that need to be completed, and also provide the ability to spot the potential www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ problems with a process in real-time.

In a workflow rule, the evaluation criteria are defined to determine when the action should be carried out. The criteria can be based on various parameters, such as field values records types as well as the ownership of records and more. Workflow rules can be configured to trigger action based on events involving notes in specific modules. For instance, a business could set up the rule to trigger when notes are changed or added so that it’s simple for customer support teams to keep track of mentions by competitors in emails and respond quickly.

Once a rule is triggered, the action can be either a quick action or a scheduled one. Instant actions take effect at the moment the rule is activated when scheduled actions occur at later times and dates.

The scheduled action will take place at the time and date specified. The action could be an email notification, task field update webhook or function. You can also select any existing email notifications or tasks field updates, webhooks, or field notifications and webhooks to be associated with the scheduled action. You can also select the tag that you want to use to filter the recorded data for the specific action.