Workflow management rules enable businesses to define their business processes without needing vast programming expertise. These rules aid organizations in automating the process of completing tasks that need to be completed, and also provide a way to identify potential issues with a process in real-time.
In a workflow https://managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ rule, criteria for evaluation are established to determine the time at which the rule should be implemented. The criteria can be based on different parameters like field values, record types, ownership of records and many more. Workflow rules can also be set up to trigger actions in response to events that are related to notes within a particular module. A company could set the rule to execute every time a note is made or modified so that customer support teams are able to keep track of the mentions of competitors and respond quickly.
A rule can trigger an instant action, or a scheduled action. Instant actions take effect in the instant the rule is activated, while scheduled ones are triggered at an earlier date and time.
When a scheduled action is activated and executed, the action will be carried out according to the scheduled date and time. The action could be an email notification, field update, task, webhook or function. You can also choose any existing email notifications or tasks fields updates, webhooks to be linked to the scheduled action. You can also choose an appropriate tag to be used to filter the recorded data for this particular action.