28 Sep Zoho Workflow Management Rules – Types of Workflows
Workflow management rules are the foundation of your workflow. You can automate routine tasks, predict bottlenecks, and streamline your work with the right tools. Even the best laid plans can be derailed by unexpected events or errors www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ by employees. A workflow management system can help you identify issues before they develop into serious issues and help you avoid lasting harm by resolving them quickly.
There are a variety of workflows, based on how complex your workflow. Sequential workflows are comprised of a sequence of steps that must occur in order; one step cannot begin until the prior step is complete. State-machine workflows require input from multiple team members, and typically go back and forth until the task is completed. Rules-driven workflows follow a sequential format but they also contain additional rules. They are usually constructed as conditionsal 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 according to specified conditions. You can even send automated email notifications to the person who submitted and the an approver of a record once the rule is activated. You can also automate the updating of the field’s values using an automated workflow rule.
If you’re creating workflow rules for records, be sure that your approval and assignment procedures are properly set up to avoid conflicting assignments. For example, you may need to assign a different approver to incident records in accordance with their severity (e.g. high severity vs. low severity incidents). You can see whether there are any conflicts between rules by looking at the workflow rule log. This log is available in the event that you have Manage Workflow Rules or the wider system logs turned on.
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