What Are Workflow Management Rules?

Workflow management rules allow companies to define their business processes without needing extensive programming skills. These rules let businesses automate the completion of tasks and identify any potential issues in real-time.

In a workflow rule, evaluation criteria are set to determine when the action is required to be performed. The criteria could be based on different parameters, such as field values, record types, ownership of records, and many more. Workflow rules https://managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ can be set to trigger action based on events relating to notes in one particular module. For instance, a company could set up the rule to run when a note is added or modified in order that it’s easy for support teams to keep track of competitor mentions in emails and quickly respond.

A rule can trigger an immediate action or a scheduled action. Instant actions occur at the moment the rule is activated when scheduled actions occur at later dates and times.

Once a scheduled action is triggered and the action is executed in accordance with the specified date and time. The action can be an email notification, task, field update, webhook, or function. You can also select any email notifications, tasks, field updates or webhooks that you want to associate with the scheduled action. You can also select a tag to be used to filter the recorded data for the action.