Workflow management rules are the basis of your workflow. You can automatize routine tasks, predict bottlenecks, and streamline your work with the appropriate tools. However, even the most well-planned plans can be blunder by unexpected events or errors by employees. A workflow management system can alert you to potential problems before they turn into major issues and assist you in avoiding permanent damage by resolving these issues quickly.
There are a variety of workflows, depending on how complicated your workflow is. Sequential workflows are the result of a series of actions that must be carried out in a sequential manner. One step cannot begin until the previous step is completed. State-machine workflows require input from multiple team members, and typically repeat until the task is completed. Rules-driven workflows are sequential, but contain additional rules, usually created as conditional “if this is true, then that” statements. Parallel workflows are designed to tackle a set of tasks simultaneously in order to move them toward completion.
With Zoho’s workflow program, you can create and modify rules to monitor and determine the results of any record based on specific conditions. You can also send automated email notifications to the submitter and approver of a record when the rule is activated. You can also make it automatic to update the field’s values using the help of a workflow rule.
If you’re developing workflow rules at the record level, make sure that your approval and assignment procedures are set up properly to prevent conflicting assignments. You may choose to assign different approvers for incident records based on the severity of the incident (e.g. high vs. low severity incidents). You can determine if there are conflicts between rules by looking through the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission.