Workflow management rules are the foundation of your workflow. With the right tools, you will be able to simplify tasks, spot bottlenecks and automate routine activities. Even the most well-planned plans can be undermined by unexpected events or mistakes made by employees. A workflow management system can help you identify issues before they develop into full-blown problems and help you prevent lasting damage by resolving them quickly.
There are many types of workflows, depending on how complicated your workflow is. Sequential workflows consist of a series of steps that have to be completed in order. The first step cannot start until the preceding one is completed. State-machine work flows require input from multiple team members and are often repeated until the job is completed. Rules-driven workflows are sequential, but have additional rules that are usually constructed as conditional “if this is true, then that” statements. Parallel workflows perform a variety of tasks at the same time to move them towards completion.
Zoho’s Workflow software to design and configure rules that will monitor and then execute any record on the basis of specific conditions. You can even send automatic email notifications to the person who submitted and the approver of the record when the rule is activated. You can also update specific field values by using an automated workflow rule.
If you’re building workflow rules at the record level, make sure your assignment and approval processes are properly set up to avoid www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ conflicting assignments. You might want to assign different approvers for incident records based on their severity. high severity vs. low severity incidents). You can determine whether there are any conflicts between rules by viewing the workflow rule log. This log is available in the event that you have Manage Workflow Rules or the larger system logs enabled.