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June 2, 2024

What Are Workflow Management Rules?

Workflow management rules https://managingworkflow.org/2022/05/12/collaboration-during-all-business-processes-with-data-room-services/ let businesses to define their business processes without vast programming expertise. These rules let businesses automate the process of completing tasks and spot any potential problems in real time.

In a workflow, the evaluation criteria determine when an action must be completed. The criteria can be based on various parameters like the field’s value, the type of record or ownership of records, and much more. Workflow rules can also be set up to trigger actions based on events related to notes within a specific module. For instance, a company might configure the rule to be executed when a note is added or modified, so that it’s easy for support teams to keep track of any mentions of competitors in emails and respond promptly.

Once a rule is triggered and the rule is activated, the action could be either a quick action or a scheduled one. Instant actions take effect right after the rule is activated. Scheduled actions are activated later.

The scheduled action will be executed at the date and time specified. The action could be an email notification, task, field update webhook, or even a function. You can also select any existing email notifications or tasks field updates, webhooks, or field notifications and webhooks to be associated with the scheduled action. You can also select a tag to filter the recorded data to the action.

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