Workflow management rules provide an opportunity for businesses to design their own business procedures without requiring extensive programming skills. These rules let businesses automate the task of completion and detect any issues in real time.
In a workflow, evaluation criteria determine when an action should be performed. The criteria can be based upon various parameters, including https://managingworkflow.org/2020/03/25/workflow-management-efficiency-and-software/ field values, type of record and ownership of records, and many more. Workflow rules can be set to trigger actions based upon events related to notes within one particular module. For instance, a business could configure the rule to execute when notes are added or modified, so that it is simple for support teams to keep track of competitor mentions in emails and then respond quickly.
A rule can trigger an instant action or a scheduled one. Instant actions take effect in the instant the rule is activated when scheduled actions occur at an earlier date and time.
When a scheduled action is activated it will be performed according to the set date and time. The action could be a task, email notification, field update webhook, or even a function. You can also choose any existing email notifications or tasks fields updates, webhooks and webhooks to be associated with the scheduled action. You can also choose an appropriate tag to be used to filter recorded data for this action.