What Are Workflow Management Rules?

Workflow management rules allow businesses to define their business processes without needing vast programming expertise. These rules allow organizations to automate the task of completion and identify any potential issues in real-time.

In a workflow, evaluation criteria determine when an action should be carried out. The criteria can be based on various parameters like field values, record type as well as the owner of records and many more. Workflow rules can be set to trigger actions based upon events that relate to notes in specific modules. A company can set the rule to be executed every time a note is made or modified to ensure that customer support teams can keep track of mentions by competitors and respond quickly.

A rule can trigger an immediate action, or a scheduled action. Instant actions occur at the moment the rule is activated while scheduled actions are triggered at later dates and times.

The scheduled action will be carried out at the time and date specified. The action could be an email notification, field update, task, webhook, or function. You can also choose any email notifications as well as tasks, field updates or webhooks to associate with the planned action. You can also select a tag that will be used https://managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ to filter data recorded for this particular action.