What Are Workflow Management Rules?

www.managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/

Workflow management rules offer a way for businesses to define their own business procedures without requiring extensive programming skills. These rules can be used by organizations to automate the process of completing tasks and to identify any potential issues in real time.

In a workflow rule, the evaluation criteria are set to determine when the action should be carried out. The criteria can be based upon various parameters like field values, type of record as well as the owner of records and more. Workflow rules can be set to trigger actions based upon events relating to notes in specific modules. A company can set the rule to run when a note is created or modified so that customer support teams can easily keep track of competitor mentions and respond quickly.

Once a rule is triggered it will trigger either an immediate action or a scheduled one. Instant actions are triggered immediately after the rule is activated. Scheduled actions are triggered later.

Once a scheduled action is activated and the action is performed according to the set date and time. The action can be a task, email notification field update, webhook or function. You can also select any existing email notifications or tasks, field updates, webhooks and webhooks to be associated with the scheduled action. You can also choose tags to use to filter the recorded information for the action.