Workflow management rules provide a way for businesses to define their own business processes without the need for extensive programming knowledge. These rules assist organizations in automating the process of performing tasks that need to be completed. They also provide an opportunity to pinpoint any potential issues with the process in real-time.

In a workflow rule, criteria for evaluation are set to determine when the action should be carried out. The criteria may be based upon a variety of parameters, including fields and record types and ownership of records and many more. Workflow rules are able to be configured to trigger action based on events relating to notes in a particular module. For example, a company could configure the rule to execute when a note is added or modified so that it is easy for customer support teams to keep track of mentions of competitors in emails and then respond quickly.

A rule can trigger an immediate action or a scheduled one. Instant actions occur within minutes after the rule has been activated. Scheduled actions are triggered later.

Once www.managingworkflow.org/2021/12/06/business-process-optimization-pros/ a scheduled action is triggered and executed, the action will be executed according to the configured date and time. The action could be an email notification or task, field update, webhook, or function. You can also select any existing email notifications fields, tasks, or webhooks to be associated with the scheduled action. You can also select a tag to be used to filter the recorded data for the action.