Workflow management rules allow companies to define their business processes without needing an extensive knowledge of programming. These rules assist organizations in automating the execution of tasks that must be completed, and also provide the ability to spot possible issues with a process in real-time.
In a workflow rule, the evaluation criteria are set to determine when the rule should be implemented. The criteria can be based upon various parameters, including field values, record type as well as the owner of records and many more. Workflow rules can also be configured to trigger actions in response to events related to notes in a specific module. A company could configure the rule to execute whenever a note gets created or modified so that support teams are able to keep track of any mentions of competitors and respond quickly.
A rule can trigger an instant action or a scheduled one. Instant actions take effect the minute the rule is activated while scheduled ones are triggered at an earlier date and time.
When a scheduled action is web initiated it will be executed in accordance with the specified date and time. The action can be a task, email notification, field update, webhook or function. You can also choose any email notifications, tasks field updates, webhooks, or field notifications that are to be incorporated into the scheduled action. You can also choose a tag that will be used to filter the recorded data for this particular action.
