What Are Workflow Management Rules?

Workflow management rules provide an opportunity for businesses to define their own business processes without needing vast programming knowledge. These rules allow organizations to automate the execution of tasks that must be completed. They also provide an opportunity to detect potential issues with a process in real-time.

In the workflow, evaluation criteria determine when an action should be carried out. The criteria may be based upon a variety of parameters, such as fields and record types, ownership of records, and many more. Workflow rules can also be configured to trigger actions in response to events related to notes within a specific module. A business could set the rule to trigger whenever a note gets created or modified, so that customer support teams can keep track of mentions by competitors and respond quickly.

A rule can web trigger an instant action or a scheduled one. Instant actions take effect at the moment the rule is activated while scheduled actions are activated at later times and dates.

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