What Are Workflow Management Rules?

www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/

Workflow management rules are a way for businesses to define their own business procedures without requiring vast programming knowledge. These rules assist organizations in automating the process of performing tasks that must be completed. They also provide the ability to spot any potential issues with the process in real-time.

In a workflow rule, criteria for evaluation are established to determine the time at which the action is required to be performed. The criteria can be based upon different parameters like field values, record types and ownership of records, and many more. Workflow rules can be set up to trigger actions based on events related to notes within specific modules. For instance, a business might configure the rule to run when notes are added or modified so that it is easy for customer support teams to keep track of mentions of competitors in emails and respond quickly.

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

The scheduled action will take place at the time and date configured. The action can be a task, email notification, field update webhook, or function. You can also choose any email notifications fields, tasks, or webhooks to be associated with the planned action. You can also select tags to use to filter the recorded data for the action.