What Are Workflow Management Rules?

Workflow management rules offer an opportunity for businesses to design their own business processes without having to have vast programming knowledge. These rules allow organizations to automate the execution of tasks and to identify any potential issues in real time.

In a workflow rule, the evaluation criteria are defined to determine when the action should be executed. The criteria can be based upon different parameters like field values, record types, ownership of records and more. Workflow rules are able to be configured to trigger actions based upon events involving notes in one particular module. A business could set the rule to be executed every time a note is made or modified to ensure that customer support teams can keep track of the mentions of competitors and respond quickly.

A rule can trigger an instant action or a scheduled event. Instant actions are triggered immediately after the rule is activated. Scheduled actions trigger later.

The scheduled action will be executed at the time and date configured. The action could be an email notification, task field update webhook, or even a function. You can also select any existing email notifications as well as tasks, field updates or webhooks to link with the planned action. You can also choose the tag that you https://managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ want to use to filter the recorded information for the action.

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