Workflow management rules offer a way for businesses to define their own business processes view without having to have vast programming knowledge. These rules let businesses automate the task of completion and to identify any potential issues in real time.

In a workflow, criteria for evaluation determine when an action should be performed. The criteria can be based on a variety of parameters, such as fields, record types as well as the ownership of records and much more. Workflow rules can also be configured to trigger actions in response to events that are related to notes in a specific module. For example, a company might configure the rule to trigger when a note is added or modified so that it’s easy for support teams to keep track of mentions by competitors in emails and then respond quickly.

A rule can trigger an instant action or a scheduled action. Instant actions are triggered within minutes after the rule has been activated. Scheduled actions are activated later.

The scheduled action will be carried out at the date and time specified. The action can be a task, email notification field update, webhook or function. You can also choose any email notifications, tasks, field updates, webhooks that are to be incorporated into the scheduled action. You can also choose an appropriate tag to be used to filter recorded data for this action.