Workflow management rules form the core of your workflow. You can automatize repetitive tasks, predict bottlenecks and simplify tasks with the appropriate tools. However, even the best-designed plans can be blunder by unplanned events or employee mistakes. 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 have to be performed in order. A step cannot begin until the preceding step is complete. 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. They are typically constructed as conditionsal statements, for example “if this, then that”. Parallel workflows handle a number of tasks simultaneously to move towards their completion.
Zoho’s Workflow software to create and configure rules that monitor and execute any record in accordance with specified conditions. You can even send automatic email notifications to the submitter and an approver of a document when the rule is triggered. A workflow rule can be used to update field values automatically.
If you are creating workflow rules for records, ensure that your approval and assignment processes are properly set up to avoid conflicts in assignments. For instance, you may prefer to assign an approver for incidents based on their severity (e.g. High severity incidents as opposed to. Low severity incidents You can check for conflicting rules by reviewing the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the system logs permission enabled.