Workflow management rules are the heart of your workflow. You can automatize repetitive tasks, identify bottlenecks and streamline tasks with the right tools. However, even the most well-planned plans can be blunder by unexpected events or errors by employees. A workflow management system can identify potential problems before they become major issues and can aid in avoiding lasting damage by resolving these issues quickly.
There are many types of workflows, based on how complicated your workflow is. Sequential workflows are comprised of a sequence of steps which must be carried out in order. A step can’t start until the previous one is complete. State-machine work flows require input from multiple team members and are usually repeated until the task has been completed. Rules-driven workflows are ordered but contain additional rules, usually designed as conditional « if this is the case, then this » statements. Parallel workflows handle a number of tasks simultaneously to move towards their completion.
Zoho’s Workflow program to create and configure rules to monitor and execute any record according to specified conditions. You can even send automatic email notifications to the submitter and approver of a record when the rule is triggered. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules at the record level, be sure your assignment and approval procedures are set up properly to avoid conflicting assignments. You may choose to assign different approvers to incidents based on their severity. high vs. low severity incidents). You can determine whether there are conflicts between rules if you view the log of workflow rules. This log is available in the event that you have Manage Workflow Rules or the wider system logs turned on.