Workflow management rules enable businesses to define their business processes without an extensive knowledge of programming. These rules let businesses automate the process of completing tasks and to identify any potential issues in real time.
In the workflow, evaluation criteria determine when an action should be executed. The criteria can be based on various parameters like field values, type of record, ownership of records and many more. Workflow rules can also be configured to trigger actions in response to events related to notes in a particular module. A business could set the rule to run whenever a note gets created or modified to ensure that customer support teams can keep track of mentions by competitors and respond quickly.
Once a rule is triggered it will trigger either an instant action or a scheduled one. Instant actions are activated immediately after the rule is activated. The scheduled actions are activated later.
The scheduled action will be carried out at the date and time specified. The action can be an email notification or task, field update, webhook or function. You can also choose any email notifications as well as tasks, field updates or webhooks to associate with the scheduled action. You can also select the tag that will be used to filter recorded data for this Click This Link specific action.