Workflow management rules are at the basis of your workflow. You can automate repetitive tasks, anticipate bottlenecks and simplify tasks with the right tools. Even the best laid plans can be derailed by unexpected events or mistakes made by employees. A workflow management system can alert you to any potential issues before they turn into major issues and aid in avoiding lasting damage by resolving these issues quickly.
Depending on the degree of complexity of your workflow there are several types. Sequential workflows consist of a series of steps that have to be performed in a sequential order. One step isn’t able to begin until the prior step is completed. State-machine workflows require input from a variety of team members and are often repeated until the task has been completed. Rules-driven workflows follow a chronological format but they also contain additional rules. They are usually constructed as conditional statements, like "if this then that". Parallel workflows are designed to accomplish several tasks at once.
Zoho’s Workflow software to design and configure rules that monitor and perform any action based upon specified conditions. You can send automated emails to the person who submitted or the approver of the record when the rule is activated. You can also web automate the updating of the field’s values using the help of a workflow rule.
If you are building workflow rules for records, make sure that your approval and assignment processes are set-up correctly to avoid conflicting assignments. For instance, you may choose to assign a different approver for incidents according to their severity (e.g. High severity incidents as opposed to. Low severity incidents You can check whether there are any conflicts between rules by looking at the workflow rule log. The log is accessible in the event that you have Manage Workflow Rules or the wider system logs enabled.