Workflow management rules https://managingworkflow.org/ form the core of your workflow. With the right tools, you can simplify tasks, identify bottlenecks and automate routine tasks. However, even the most well-planned plans can be blunder by unexpected events or mistakes made by employees. A workflow management system will alert you to potential problems before they become serious issues and can assist you in avoiding permanent damage by resolving these quickly.
Based on the level of your workflow’s complexity, there are various types. Sequential workflows consist of a series of steps that must be executed in order. One step is not able to begin until the previous step is completed. State-machine workflows require input from multiple team members, and frequently repeat until the task is completed. Rules-driven workflows follow a sequential format but they also contain additional rules. These are usually designed as conditional statements, like “if this then that”. Parallel workflows are designed to tackle a set of tasks at the same time to move towards completing.
With Zoho’s workflow application, you can build and configure rules that monitor and control the outcome of any record, based on certain conditions. You can send automated emails to the submitter or approver of the record whenever the rule triggers. A workflow rule can be used to update field values automatically.
If you are building workflow rules for records, be sure that your approval and assignment processes are properly set-up to avoid conflicting assignments. You might decide to assign different approvers to incident records based on the severity of the incident (e.g. high vs. low severity incidents). It is possible to determine whether there are conflicts between rules if you view the log of workflow rules. The log is accessible if you have Manage Workflow Rules or the more extensive system logs enabled.