What Are Workflow Management Rules?

Workflow management rules offer a way for businesses to define their own business processes without needing extensive programming skills. These rules allow organizations to automate the execution of tasks that must be completed, and also provide a way to identify any potential issues with the process in real-time.

In a workflow rule, criteria for evaluation are set to determine when the action should be executed. The criteria can be based on various parameters like the field’s value, the type of record, ownership of records and much more. Workflow rules can be set to trigger action based on events that relate to notes in a particular module. For instance, a business could set up the rule to trigger when a note is added or modified, so that it is easy for support teams to keep track of mentions by competitors in emails and respond promptly.

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

The scheduled action will be performed at the date and time set. The action could be an email notification, field update, task webhook or function. You can also select any existing email notifications or tasks, field updates or webhooks that you want to associate with the planned action. You can also select the tag that will be used to filter recorded data for this specific action.

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