Workflow management rules provide an opportunity for companies to design their own business processes without having to have extensive programming skills. These rules allow organizations to automate the execution of tasks and detect any issues in real time.

In a workflow rule, evaluation criteria are set to determine when the action is required to be performed. The criteria can be based on various parameters, including the field’s value, the type of www.managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ record or ownership of records, and more. Workflow rules are able to be configured to trigger actions based on events involving notes in the particular module. A company can set the rule to execute whenever a note is created or modified to ensure that customer support teams can easily keep track of competitor mentions and respond quickly.

A rule can trigger an instant action, or a scheduled action. Instant actions are triggered in the instant the rule is activated when scheduled actions occur at later times and dates.

The scheduled action will be carried out at the time and date specified. The action can be a task, email notification, field update webhook, or function. You can also choose any email notifications fields, tasks, or webhooks that you want to associate with the planned action. You can also choose a tag that will be used to filter the recorded data for this action.