Workflow management rules provide the ability for businesses to define their own business processes without needing extensive programming knowledge. These rules allow organizations to automate the process of completing tasks and identify any potential issues in real time.

In the workflow, evaluation criteria determine when an action should be carried out. The criteria can be based upon various parameters such as field values, record types or ownership of records, and www.managingworkflow.org/ more. Workflow rules are able to be configured to trigger actions based on events involving notes in specific modules. A business could set the rule to be executed every time a note is made or modified so 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 happen the minute the rule is activated, while scheduled actions are triggered at later times and dates.

Once a scheduled action is triggered it will be performed according to the set date and time. The action can be an email notification, task, field update, webhook or function. You can also select any existing email notifications as well as tasks, field updates or webhooks to be associated with the scheduled action. You can also select tags to use to filter the recorded data for the action.