What Are Workflow Management Rules?

Workflow management rules offer an opportunity for companies to define their own business procedures without requiring extensive programming knowledge. These rules allow organizations to automate the process of completing tasks and detect any issues in real time.

In the workflow, evaluation criteria determine when an action must be carried out. The criteria could be based on different parameters, including fields, record types, ownership of records, and more. Workflow rules are able to be configured to trigger action based on events involving notes in one particular module. For instance, a company might configure the rule to execute when notes are added or modified so that it’s easy for support teams to keep track of mentions by competitors in emails and quickly respond.

A rule can trigger an instant action, or a scheduled action. Instant actions take effect immediately after the rule is activated. The scheduled actions are activated later.

The scheduled action will take place at the time and date specified. The action can be an email notification, task, field update, 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 a tag that will be used to filter data recorded for this specific action.