Workflow management rules enable businesses to define their business processes without needing vast programming expertise. These rules aid organizations in automating the process of completing tasks that need to be completed, and also provide an opportunity to pinpoint potential issues with a process in real-time.
In a workflow, the evaluation criteria determine when an action should be carried out. The criteria can be based on various parameters, such as field values, record types, ownership of records, and more. Workflow rules can also be set up to trigger actions based on events relating to notes in a specific module. For instance, a firm could configure the rule to run when notes are changed or added so that it’s easy for customer support teams to keep track of mentions of competitors in emails and respond promptly.
Once a rule is triggered and the rule is activated, the action could see this site be either an immediate action or a scheduled one. Instant actions take effect immediately after the rule is activated. Scheduled actions are triggered later.
The scheduled action will be performed at the date and time specified. The action could be an email notification, task, field update, webhook, or function. You can also choose any existing email notifications or tasks, field updates, webhooks and webhooks to be associated with the scheduled action. You can also choose tags that will be used to filter recorded data for this specific action.