What Are Workflow Management Rules?

Workflow management rules provide an opportunity for companies to design their own business processes without having to have extensive programming skills. These rules allow organizations to automate the process of performing tasks that must be completed. They also provide an opportunity to pinpoint possible issues with a process in real-time.

In a workflow rule, the criteria for evaluation are set to determine the exact time the rule should be implemented. The criteria can be based on a variety of parameters, including fields, record types, ownership of records, and much more. Workflow rules can be set up to trigger actions based on events relating to notes in specific modules. A company www.managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ could set the rule to execute whenever a note is created or modified so that support teams can easily keep track of any mentions of competitors and respond quickly.

Once a rule is triggered, the action can be either an immediate one or a scheduled one. Instant actions occur within minutes after the rule has been activated. The scheduled actions are activated later.

The scheduled action will take place at the time and date configured. The action can be an email notification, field update, task, webhook, or function. You can also select any existing email notifications or tasks, field updates or webhooks to link with the scheduled action. You can also select tags to use to filter the recorded information for the action.