What Are Workflow Management Rules?

Workflow management rules allow businesses to define their business processes without needing vast programming expertise. These rules allow organizations to automate the task of completion and detect any issues in real time.

In a workflow, criteria for evaluation determine when an action must be completed. The criteria can be based upon various parameters such as the field’s value, the type of record, ownership of records and more. Workflow rules can also be configured to trigger actions in response to events related to notes within a particular module. A company could set the rule to trigger when a note is created or modified so that support teams can easily keep track of competitor mentions and respond quickly.

When a rule is activated it can trigger either an immediate one or a scheduled one. Instant actions are triggered in the instant the rule is activated while scheduled actions are triggered at later dates and times.

When a scheduled action is triggered and the action is carried out according to the scheduled date and time. The action can be an email notification or task, field update, webhook, or function. You can also choose https://managingworkflow.org/ any existing email notifications or tasks fields updates, webhooks that are to be incorporated into the scheduled action. You can also choose a tag that will be used to filter data recorded for this specific action.

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