What Are Workflow Management Rules?

Workflow management rules offer a way for businesses to design their own business processes without the need for extensive programming expertise. These rules can be used by organizations to automate the process of completing tasks and to identify any potential issues in real time.

In a workflow rule, the criteria for evaluation are set to determine the exact time the action should be carried out. The criteria can be based on a variety of parameters, including fields, record types as well as the ownership of records and many more. Workflow rules can also be set up to trigger actions in response to events related to notes in a specific module. For example, a company could set up the rule to trigger when notes are changed or added so that it is easy for customer support teams to keep track of mentions of competitors in emails and respond quickly.

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

Once a scheduled task is initiated and the action is executed according to the configured date and time. The action can be a task, email notification, field update webhook, or even a function. You can also choose any existing email notifications or tasks, field updates or webhooks www.managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ to associate with the planned action. You can also select tags that will be used to filter the recorded data to be used in this action.