Workflow management rules are an opportunity for companies to design their own business procedures without requiring extensive programming expertise. These rules allow organizations to automate the execution of tasks and to identify any potential issues in real-time.
In a workflow, evaluation criteria determine when an action must be performed. The criteria can be based on various parameters like field values, record types and ownership of records, and more. Workflow rules can be set to trigger action based on events involving notes in one particular module. For instance, a business might configure the rule to execute when a note is changed or added so that it is simple for support teams to keep track of mentions by competitors in emails and respond promptly.
When a rule is activated, the action can be either an immediate one or a scheduled one. Instant actions take effect immediately after the rule is activated. Scheduled actions are activated later.
Once a scheduled action is activated it will be executed in accordance with the specified date and time. The action https://managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ can be an email notification, field update, task webhook, or function. You can also select any existing email notifications or tasks field updates, webhooks, or field notifications and webhooks to be associated with the scheduled action. You can also choose the tag that you want to use to filter the recorded information for the action.