What Are Workflow Management Rules?

Workflow management rules allow companies to define their business processes without needing an extensive knowledge of programming. These rules aid organizations in automating the execution of tasks that need to be completed and provide the ability to spot the potential problems with a process in real-time.

In a workflow, criteria for evaluation determine when an action must be completed. The criteria can be based upon various parameters, including field values, type of record as well as the owner of records and much more. Workflow rules can also be configured to trigger actions based on events relating to notes in a specific module. A company could set the rule to run every time a note is made or modified so that support teams are able to keep track of mentions by competitors and respond quickly.

A rule can trigger an immediate action or a scheduled one. Instant actions occur immediately after the rule is activated. Scheduled actions are activated later.

The scheduled action will take place at the date and time set. The action can be an email notification, task field update, webhook or function. You can also select any email notifications, tasks, field updates, webhooks to be linked to the scheduled action. You can https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ also choose a tag that will be used to filter recorded data for this action.