Workflow management rules are at the foundation of your workflow. You can automatize repetitive web tasks, predict bottlenecks and simplify tasks with the appropriate tools. However, even the most well-planned plans can be tangled 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 can assist you in avoiding permanent harm by resolving them quickly.

Depending on the complexity of your workflow, there are various types. Sequential workflows are a sequence of steps that must be performed in order. A step can’t begin until the previous step is completed. State-machine work flow processes require input from multiple team members, and are often repeated until the job has been completed. Rules-driven workflows are sequential, but also include additional rules, which are typically created as conditional « if this is the case, then this » statements. Parallel workflows are designed to accomplish a number of tasks simultaneously.

With Zoho’s workflow software, you can create and configure rules that monitor and control the outcome of any record based on specified conditions. You can send automated emails to the submitter or approver of the record if the rule triggers. A workflow rule can be used to change field values automatically.

If you are building workflow rules for records, be sure that your approval and assignment processes are properly configured to prevent conflicts in assignments. For example, you may prefer to assign an approver to incident records depending on their severity (e.g. high severity vs. low severity incidents). You can check for conflicts between rules by looking at the log of workflow rules, which is accessible if you have the Manage Workflow Rules permission or have the wider system logs permission activated.

Laisser un commentaire

Votre adresse e-mail ne sera pas publiée. Les champs obligatoires sont indiqués avec *