What Are Workflow Management Rules?
Workflow management rules allow businesses to define their business processes without needing extensive programming skills. These rules can be used by organizations to automate the task of completion and detect any issues in real-time.
In a workflow rule, criteria for evaluation are defined https://managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ to determine when the action is required to be performed. The criteria can be based on a variety of parameters, including fields, record types as well as the ownership of records and many more. Workflow rules can also be configured to trigger actions based on events related to notes within a particular module. For instance, a business could configure the rule to be executed when notes are added or modified, so that it is simple for customer support teams to keep track of any mentions of competitors in emails and then respond quickly.
Once a rule has been activated it can trigger either an immediate one or a scheduled one. Instant actions take effect when the rule is activated, when scheduled actions occur at a later date and time.
When a scheduled action is initiated, the action will be executed in accordance with the specified 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, to be associated with the scheduled action. You can also select the tag that will be used to filter the recorded data for this action.