Workflow management rules allow businesses to define their business processes without an extensive knowledge of programming. These rules allow organizations to automate the execution of tasks and to identify any potential issues in real time.
In a workflow, the evaluation criteria determine when an action should be performed. The criteria may be based upon a variety of parameters, including fields and record types, ownership of records, and many more. Workflow rules can be set up to trigger action based on events that relate to notes in a particular module. A company can set the rule to run whenever a note is created or modified to ensure that customer support teams are able to keep track of the mentions of competitors and respond quickly.
Once a rule has been activated, the action can be either a quick action or a scheduled one. Instant actions happen in the instant the rule is activated while scheduled actions are activated at later dates and times.
When a scheduled event is triggered it will be carried out according to the scheduled date and time. The action can be an email notification, task field update webhook, or function. You can also select any email notifications, tasks, field updates, webhooks, to be associated with the scheduled action. You can also select an appropriate tag to be used to filter the recorded data for this action.