What Are Workflow Management Rules?

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Workflow management rules let businesses to define their business processes without needing extensive programming skills. These rules allow organizations to automate the completion of tasks and detect any issues in real time.

In a workflow, the evaluation criteria determine when an action must be performed. The criteria can be based upon different parameters like field values, record type or ownership of records, and much more. Workflow rules can also be set up to trigger actions based on events related to notes in a specific module. A company can set the rule to execute every time a note is made or modified, so that customer support teams are able to keep track of competitor mentions and respond quickly.

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A rule can trigger an instant action or a scheduled one. Instant actions are triggered immediately after the rule is activated. Scheduled actions are triggered later.

The scheduled action view will take place at the date and time specified. The action can be an email notification, field update, task webhook or function. You can also select any email notifications or tasks, field updates or webhooks to be associated with the planned action. You can also choose an appropriate tag to be used to filter data recorded for this specific action.