Workflow management rules are at the basis of your workflow. With the right tools, you can streamline tasks, predict bottlenecks, and automate repetitive activities. However, even the best-designed plans can get tripped up by unexpected events or errors by employees. A workflow management system will alert you to any potential issues before they become major issues and can help you avoid permanent harm by resolving them quickly.
There are various types of workflows, based on how complicated your workflow is. Sequential workflows comprise a series of steps that must be completed in order. A step isn’t able to begin until the previous one is complete. State-machine workflows require input from multiple team members, and often move back and forth until the task is completed. Rules-driven workflows are ordered but also include additional rules, which are typically constructed as conditional «if this is true, then that» statements. Parallel workflows perform web a variety of tasks at the same time to move them toward completion.
With Zoho’s workflow software you can design and set up rules to monitor and determine the outcome of any record based on specified conditions. You can send automated emails to the person who submitted or the approver of the record when the rule triggers. You can also make it automatic to update fields with the help of a workflow rule.
If you’re creating workflow rules at the record level, be sure that your approval and assignment processes are in place to avoid conflicts in assignments. For example, you may need to assign a different approver for incident records in accordance with their severity (e.g. High severity incidents as opposed to. Low severity incidents You can check for conflicts between rules by looking through the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission activated.