Workflow management rules offer a way for businesses to design their own business procedures without requiring extensive programming knowledge. These rules help organizations automate the process of performing tasks that must be completed and provide an opportunity to detect any potential issues with the process in real-time.
In a workflow rule, evaluation criteria are set to determine when the action should be executed. The criteria can be based on different parameters like the field’s value, the type of record and ownership of records, and more. Workflow rules are able to be configured to trigger action based on events related to notes within specific modules. A company can set the rule to execute when a note is created 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 immediate action or a scheduled action. Instant actions happen at the moment the rule is activated, while scheduled ones are triggered at later times and dates.
When a scheduled action occurs, the action will be performed according to the set date and time. The action could be an email notification or field update, task, webhook or function. You can also choose any existing email notifications or tasks fields updates, webhooks and webhooks to be associated with the scheduled action. You can also select a tag https://managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ to be used to filter the recorded data for the action.