What Are Workflow Management Rules?

Workflow management rules allow businesses to define their business processes without extensive programming knowledge. These rules can be used by organizations to automate https://managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ the task of completion and detect any issues in real time.

In a workflow rule, the evaluation criteria are established to determine the time at which the action should be carried out. The criteria could be based on different parameters, such as fields records types as well as the ownership of records and more. Workflow rules can be configured to trigger actions based upon events relating to notes in the particular module. For instance, a business could configure the rule to trigger when notes are added or modified so that it is easy for support teams to keep track of mentions by competitors in emails and respond quickly.

A rule can trigger an immediate action or a scheduled one. Instant actions are triggered immediately after the rule is activated. Scheduled actions are activated later.

The scheduled action will be performed at the time and date configured. The action can be an email notification, task, field update webhook, or even a function. You can also choose any email notifications as well as tasks, field updates or webhooks to link with the scheduled action. You can also choose an appropriate tag to be used to filter recorded data for this action.