What Are Workflow Management Rules?
Workflow management rules enable businesses to define their business processes without needing extensive programming skills. These rules allow organizations to automate the process of performing tasks that must be completed and provide a way to identify potential issues with a process in real-time.
In a workflow, criteria for evaluation determine when an action should be carried out. The criteria could be based on different parameters, including field values and record types as well as the ownership of records and much more. Workflow rules can also be set up to trigger actions in response to events that are related to notes within a specific module. A company could configure the rule to be executed whenever a note gets created or modified so that support teams can keep track of mentions by competitors and respond quickly.
A rule can trigger an instant action or a scheduled action. Instant actions occur when the rule is activated, while scheduled actions are activated at a later date and time.
When a scheduled action is activated and the action is performed according to the set 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 that are to be incorporated into the scheduled action. You can also choose the tag that will be used to filter recorded data to be used in this action.