Workflow management rules are an opportunity for businesses to define their own business procedures without requiring extensive programming skills. These rules aid organizations in automating the process of completing tasks that must be completed. They also provide the ability to spot any potential issues with the process in real-time.
In a workflow, the evaluation criteria determine when an action must be performed. The criteria can be based on various parameters, including field values, record types, ownership of records and much more. Workflow rules can be configured to trigger actions based upon events relating to notes in the particular module. For instance, a firm might configure the rule to trigger when a note is added or modified, so that it’s simple for customer support teams to keep track of any mentions of competitors in emails and respond promptly.
When a rule is activated it will trigger either an instant action or a scheduled one. Instant actions are triggered immediately after the rule has been activated. Scheduled actions trigger later.
Once a scheduled task occurs and executed, the action will be executed according to the configured date and time. The action could be a https://managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ task, email notification field update, webhook or function. You can also select any email notifications, tasks, field updates, webhooks that are to be incorporated into the scheduled action. You can also select tags that will be used to filter recorded data for this specific action.
