Workflow management rules form the foundation of your workflow. With the right tools, you can simplify tasks, spot bottlenecks, and automate recurring tasks. Even the best laid plans can be derailed by unplanned events or mistakes by employees. A workflow management system can alert you to problems before they turn into serious issues and help you avoid lasting damage by resolving them quickly.

There are a variety of workflows, depending on how complex your workflow is. Sequential workflows are a series steps that must be performed in order. The first step cannot start until the previous step is completed. State-machine work flow processes require input from multiple team members, and are often iterative until the task is completed. Rules-driven workflows are sequential but have additional rules that are usually designed as conditional “if this, then that” statements. Parallel workflows perform a variety of tasks simultaneously, advancing them towards completion.

Zoho’s Workflow software to design and configure rules to monitor and then execute any record in accordance with specified conditions. You can even send automatic email notifications to the person who submitted and the an approver of a record once the rule is activated. A workflow rule can be used to update field values automatically.

If you are developing workflow rules for records, be www.managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ sure that your approval and assignment procedures are set-up correctly to avoid conflicting assignments. For instance, you may prefer to assign an approver for incidents in accordance with their severity (e.g. High severity incidents or. incidents with low severity). You can check for conflicts between rules by looking through the log of workflow rules, which you can access if have the Manage Workflow Rules permission or have the wider system logs permission.