Workflow management rules are at the heart of your workflow. You can automate repetitive tasks, anticipate bottlenecks and simplify tasks with the right tools. However, even the most well-planned plans can be tangled by unexpected events or errors by employees. A workflow management system can alert you to potential problems before they become major problems and can help you avoid lasting damage by quickly resolving these.
Depending on the complexity of your workflow, there are various view types. Sequential workflows are comprised of a sequence of steps that must occur in a sequential order. One step can’t start until the previous step is completed. State-machine workflows require input from several team members, and frequently repeat until the task is completed. Rules-driven workflows are sequential, but also include additional rules, which are typically designed as conditional “if this is the case, then this” statements. Parallel workflows are designed to finish several tasks at one time.
With Zoho’s workflow software you can create and configure rules to monitor and then execute the results of any record based on specified conditions. You can send automated emails to the submitter or approver of the record when the rule is activated. You can also update specific field values by using the use of workflow rules.
If you’re creating workflow guidelines at the record level, make sure your assignment and approval processes are in place to avoid conflicting assignments. For instance, you might want to assign a different approver for each incident record depending on their severity (e.g. High severity incidents vs. Low severity incidents You can check for conflicts between rules by viewing the workflow rule log which you can access if you have the Manage Workflow Rules permission or have the wider permission to view system logs.