Workflow management rules enable businesses to define their business processes without needing vast programming expertise. These rules aid organizations in automating the process of performing tasks that must be completed. They also provide the ability to spot possible issues with a process in real-time.
In a workflow, criteria for evaluation determine when an action should be performed. The criteria can be https://managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ based on various parameters, including field values, record types, ownership of records and much more. Workflow rules can be set to trigger action based on events relating to notes in specific modules. A company can set the rule to execute whenever a note gets created or modified so that support teams can easily keep track of competitor mentions and respond quickly.
Once a rule is triggered and the rule is activated, the action could be either a quick action or a scheduled one. Instant actions are triggered when the rule is activated while scheduled actions are activated at later times and dates.
When a scheduled action occurs and the action is executed according to the configured date and time. The action can 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 to be linked to the scheduled action. You can also choose the tag that you want to use to filter the recorded data to the action.
