What Are Workflow Management Rules?

150 150 João Pedro
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Workflow management rules provide the ability for businesses to design their own business procedures without requiring extensive programming knowledge. These rules aid organizations in automating the execution of tasks that must be completed. They also provide the ability to spot the potential problems with a process in real-time.

In a workflow rule, the criteria for evaluation are set to determine when the action is required to be performed. The criteria can be based on various parameters, including field values and record types and ownership of records and much more. Workflow rules are able to be configured to trigger actions based on events related to notes within the particular module. A company could set the rule to trigger whenever a note gets created or modified so that customer support teams can easily keep track of any mentions of competitors and respond quickly.

A rule can trigger an immediate action or a scheduled action. Instant actions are triggered when the rule is activated while scheduled actions are triggered at a later date and time.

Once https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ a scheduled task is initiated and executed, the action will be executed according to the configured 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 field updates, webhooks, to be associated with the scheduled action. You can also select tags to use to filter the recorded data to the specific action.

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