What Are Workflow Management Rules?

Workflow management rules allow businesses to define their business processes without needing extensive programming knowledge. These rules let businesses automate the process of completing tasks and spot any potential problems in real time.

In a workflow rule, the evaluation criteria are set to determine the exact time the action should be carried out. The criteria may be based upon a variety of parameters, such as fields as well as record types and ownership of records and more. Workflow rules can also be configured to trigger actions in response to events related to notes in a specific module. For example, a company could create a rule to be executed when a note is added or modified, so that it’s easy for customer support teams to keep track of competitor mentions in emails and respond promptly.

A rule can trigger an business process optimization immediate action or a scheduled one. Instant actions are activated immediately after the rule is activated. Scheduled actions are activated later.

When a scheduled action is activated and executed, the action will be performed according to the set date and time. The action can be an email notification, field update, task webhook, or function. You can also choose any email notifications, tasks, field updates or webhooks to associate with the planned action. You can also select the tag that will be used to filter data recorded to be used in this action.