Workflow management rules are the foundation of your workflow. You can automatize routine tasks, predict bottlenecks, and streamline your work with the right tools. Even the most well-planned plans can be ruined by unplanned events or mistakes by employees. A workflow management system will alert you to potential problems before they turn into major issues and can help you avoid permanent damage by quickly resolving these.
Based on the degree of complexity of your workflow there are various types. Sequential workflows comprise a series of steps that have to be performed in a sequential order. One step isn’t able to begin until the previous step is complete. State-machine work flow processes require input from several team members and are often repeated until the task has been completed. Rules-driven workflows follow a sequential structure however, they can also incorporate additional rules. They are usually constructed as conditionsal statements like “if this, then that”. Parallel workflows are designed to finish multiple tasks at once.
You can use Zoho’s Workflow software to create and configure rules that monitor and then execute any record according to specified conditions. You can send automated emails to the person who submitted or the approver of the record when the rule is activated. You can also update the field’s values using a workflow rule.
If you’re creating workflow guidelines at the record level, be sure your assignment and approval processes are properly set up to avoid conflicting assignments. For example, you may want to assign a different approver for incidents in accordance with their severity (e.g. High severity incidents vs. low severity incidents). You can check whether there are conflicts between rules by looking at the workflow rule log. The log is accessible when you’ve got Manage Workflow Rules or the more extensive system logs enabled.
