What Are Workflow Management Rules?

Workflow management rules enable businesses to define their business processes without vast programming expertise. These rules aid organizations in automating the process of completing tasks that need to be completed and offer an opportunity to detect possible issues with a process in real-time.

In a workflow, evaluation criteria determine when an action must be executed. The criteria can see this site be based upon different parameters like field values, type of record as well as the owner of records and many more. Workflow rules can be set to trigger actions based upon events relating to notes in a particular module. For instance, a business could configure the rule to run when notes are added or modified so that it is easy for support teams to keep track of mentions of competitors in emails and then respond quickly.

When a rule is activated and the rule is activated, the action could be either a quick action or a scheduled one. Instant actions occur right after the rule is activated. The scheduled actions are activated later.

Once a scheduled task is triggered and the action is executed in accordance with the specified date and time. 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 that are to be incorporated into the scheduled action. You can also choose the tag that you want to use to filter the recorded data for the action.

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