Workflow management rules are the heart of your workflow. With the right tools, you will be able to simplify tasks, identify bottlenecks, and automate repetitive activities. Even the best laid plans can be derailed by unplanned events or mistakes by employees. A workflow management system can alert you to problems before they turn into full-blown problems and help you to avoid www.managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ damage by quickly resolving them.
Depending on the degree of complexity of your workflow there are a variety of workflows. Sequential workflows consist of a series of steps that have to be completed in a sequential manner. One step cannot begin until the previous one is completed. State-machine workflows require input from multiple team members and usually repeat until the task is completed. Rules-driven workflows follow a sequential structure however, they can also incorporate additional rules. These are usually designed as conditionsal statements like “if this then that”. Parallel workflows are designed for completion of a number of tasks at once.
You can use Zoho’s Workflow application to create and configure rules that will monitor and execute any record on the basis of specific conditions. You can send automated emails to the person who submitted or the approver of the record whenever the rule is activated. A workflow rule can be used to change field values automatically.
If you are building workflow rules for records to be followed, make sure that your approval and assignment processes are set-up correctly to avoid conflicts in assignments. You might decide to assign different approvers for incident records based on their severity. high vs. low severity incidents). You can determine if there are any conflicts between rules when you look through the workflow rule log. This log is available when you have Manage Workflow Rules or the more extensive system logs enabled.