Workflow management rules are at the basis of your workflow. With the proper tools, you can reduce tasks, anticipate bottlenecks and automate routine tasks. Even the most well-planned plans can be derailed by unexpected events or employee mistakes. A workflow management system will identify potential problems before they become serious issues and aid in avoiding lasting damage by resolving these issues quickly.
Depending on the nature of your workflow, there are a variety of workflows. Sequential workflows are a sequence of steps that must be executed in a sequential manner. One step cannot begin until the preceding one is completed. State-machine work flows require input from several team members and are usually repeated until the job is completed. Rules-driven workflows are sequential but also include additional rules, which are typically created as conditional “if this is true, then that” statements. Parallel workflows are designed to accomplish multiple tasks simultaneously.
With Zoho’s workflow software, you can design and set up rules that monitor and control the results of any record based on specified conditions. You can even send automated email notifications to the person who submitted and the an approver of a document when the rule is activated. You can also update specific field values by using the help of a workflow rule.
If you’re developing workflow rules at the record level, make sure that your approval and assignment processes are set up correctly to prevent conflicting assignments. You might need to assign different approvers to incidents based on their severity. high vs. low severity incidents). You can look 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 system logs permission.