Workflow management rules are an opportunity for companies to design their own business processes without having to have vast programming knowledge. These rules enable organizations to automate the execution of tasks and identify any potential issues in real time.

In a workflow rule, the criteria for evaluation are established to determine the time at which the rule should be implemented. The criteria can be based on various parameters, such as fields as well as record types, ownership of records, and many more. Workflow rules can be set to trigger actions based upon https://managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ events involving notes in the particular module. A company could configure the rule to run whenever a note is created or modified, so that customer support teams are able to keep track of the mentions of competitors and respond quickly.

Once a rule has been activated it can trigger either an immediate one or a scheduled one. Instant actions are triggered right after the rule is activated. Scheduled actions are activated later.

Once a scheduled task is triggered and executed, the action will be executed in accordance with the specified date and time. The action can 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 select the tag that you want to use to filter the recorded data for the action.