Skip to main content

What Are Workflow Management Rules?

Workflow management rules offer an opportunity for companies to define their own business processes without the need for extensive programming knowledge. These rules let businesses automate the process of completing tasks and spot any potential problems in real-time.

In a workflow rule, the evaluation criteria are defined to determine when the action should be executed. The criteria can be based upon various parameters like field values, type of record or ownership of records, and more. Workflow rules can also be set up to trigger actions based on events relating to notes within a specific module. A business could set the rule to be executed every time a note is made or modified to ensure that customer support teams can easily keep track of the mentions of competitors and 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 are triggered at the moment the rule is activated, while scheduled actions are activated at a later date and time.

The scheduled action will be executed at the date and time set. The action could be an email notification or task, field update, webhook or function. You can also choose any existing email notifications or tasks field updates, webhooks, or field notifications, to be associated with the scheduled action. You can also choose tags that will be used to filter the recorded data for this particular action.

Ota yhteyttä!

Soita: 09 4289 1192

Tai jätä yhteydenottopyyntö: